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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 | $1,144,272 | $100,970+1033.3% | $96,576+1084.8% | $137,256+733.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 26.69% | 38.16%-11.5pp | 38.47%-11.8pp | 220.34%-193.7pp |
| Employer contribution / active EE | $46,000 | $3,809+1107.6% | $3,553+1194.6% | $4,156+1006.8% |
| Participant deferral / active EE | $31,000 | $8,286+274.1% | $7,956+289.6% | $6,407+383.9% |
| Admin fee / account holder | $445 | $11,312-96.1% | $11,381-96.1% | $12,270-96.4% |