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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 | $139,948+1339.6% | $121,663+1555.9% | $154,746+1201.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 18.99% | 230.52%-211.5pp | 147.54%-128.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $31,000 | $3,521+780.4% | $3,020+926.5% | $4,379+607.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $60,455 | $17,321+249.0% | $14,289+323.1% | $14,365+320.8% |