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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 | $6,010,216 | $133,998+4385.3% | $112,263+5253.7% | $134,545+4367.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | 11.22% | 47.17%-35.9pp | 27.49%-16.3pp | 418.37%-407.1pp |
| Employer contribution / active EE | $24,093 | $4,040+496.3% | $3,636+562.6% | $4,742+408.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $250,000 | $7,493+3236.5% | $6,410+3799.9% | $11,431+2087.1% |