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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 | $2,138,743 | $157,296+1259.7% | $141,191+1414.8% | $152,897+1298.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.00% | 64.34%-39.3pp | 71.41%-46.4pp | 345.43%-320.4pp |
| Employer contribution / active EE | $31,439 | $5,262+497.4% | $4,736+563.8% | $4,764+560.0% |
| Participant deferral / active EE | $15,600 | $7,111+119.4% | $6,710+132.5% | $5,851+166.6% |
| Admin fee / account holder | $59,706 | $12,125+392.4% | $10,264+481.7% | $11,599+414.7% |