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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 | $3,459,640 | $154,365+2141.2% | $130,231+2556.5% | $139,466+2380.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 13.14% | 30.53%-17.4pp | 38.86%-25.7pp | 373.66%-360.5pp |
| Employer contribution / active EE | $4,542 | $5,170-12.1% | $4,126+10.1% | $4,754-4.5% |
| Participant deferral / active EE | $0 | $8,498-100.0% | $6,799-100.0% | $6,712-100.0% |
| Admin fee / account holder | $296,542 | $9,214+3118.4% | $6,020+4826.1% | $11,409+2499.3% |