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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 | $2,014,665 | $177,595+1034.4% | $148,496+1256.7% | $198,609+914.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.99% | 9.97%+9.0pp | 12.33%+6.7pp | 202.70%-183.7pp |
| Employer contribution / active EE | $31,000 | $4,098+656.5% | $3,497+786.3% | $5,055+513.2% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $60,455 | $27,010+123.8% | $19,547+209.3% | $19,030+217.7% |