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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 | $1,950,261 | $215,361+805.6% | $171,082+1040.0% | $273,972+611.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 25.84% | 25.14%+0.7pp | 32.56%-6.7pp | 41.46%-15.6pp |
| Employer contribution / active EE | $10,000 | $4,967+101.3% | $4,002+149.9% | $4,869+105.4% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $135,000 | $10,846+1144.7% | $8,520+1484.6% | $10,133+1232.3% |