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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 | $4,757,643 | $181,896+2515.6% | $156,551+2939.0% | $273,972+1636.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.97% | 30.74%-22.8pp | 32.23%-24.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $30,486 | $6,248+387.9% | $5,501+454.2% | $4,869+526.2% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $43,530 | $15,560+179.8% | $13,028+234.1% | $10,133+329.6% |