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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 | $824,990 | $117,829+600.2% | $102,423+705.5% | $145,877+465.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 27.80% | 31.83%-4.0pp | 29.42%-1.6pp | 551.28%-523.5pp |
| Employer contribution / active EE | $21,252 | $3,615+487.9% | $3,023+603.0% | $4,663+355.8% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $107,695 | $13,335+707.6% | $9,455+1039.1% | $13,402+703.6% |