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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 | $2,744,674 | $223,823+1126.3% | $211,142+1199.9% | $154,746+1673.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.29% | 50.39%-31.1pp | 46.84%-27.5pp | 172.34%-153.0pp |
| Employer contribution / active EE | $46,500 | $6,787+585.2% | $6,442+621.8% | $4,379+961.9% |
| Participant deferral / active EE | $31,000 | $9,750+217.9% | $9,284+233.9% | $6,730+360.6% |
| Admin fee / account holder | $387,323 | $19,707+1865.4% | $19,076+1930.4% | $14,365+2596.3% |