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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,123,310 | $181,062+1072.7% | $158,223+1242.0% | $155,188+1268.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.72% | 57.39%-35.7pp | 52.09%-30.4pp | 148.84%-127.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,539 | $6,134+55.5% | $5,467+74.5% | $6,531+46.0% |
| Admin fee / account holder | $41,941 | $18,825+122.8% | $16,047+161.4% | $14,480+189.7% |