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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% | $139,456+2380.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 13.14% | 30.34%-17.2pp | 38.77%-25.6pp | 373.45%-360.3pp |
| Employer contribution / active EE | $4,542 | $5,170-12.1% | $4,126+10.1% | $4,753-4.4% |
| Participant deferral / active EE | $0 | $8,498-100.0% | $6,799-100.0% | $6,711-100.0% |
| Admin fee / account holder | $296,542 | $9,214+3118.4% | $6,020+4826.1% | $11,407+2499.6% |