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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 | $2,071,958 | $135,956+1424.0% | $123,894+1572.4% | $273,972+656.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.11% | 56.63%-43.5pp | 47.52%-34.4pp | 41.46%-28.3pp |
| Employer contribution / active EE | $15,174 | $5,170+193.5% | $4,617+228.7% | $4,869+211.7% |
| Participant deferral / active EE | $2,500 | $6,343-60.6% | $5,984-58.2% | $5,287-52.7% |
| Admin fee / account holder | $97,750 | $9,817+895.7% | $8,357+1069.7% | $10,133+864.7% |