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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 | $1,896,405 | $315,200+501.7% | $238,191+696.2% | $155,188+1122.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 6.95% | 10.25%-3.3pp | 13.02%-6.1pp | 148.84%-141.9pp |
| Employer contribution / active EE | $32,375 | $6,383+407.2% | $5,082+537.1% | $4,248+662.2% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $6,726-100.0% | $6,531-100.0% |
| Admin fee / account holder | $31,305 | $48,031-34.8% | $34,582-9.5% | $14,480+116.2% |