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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 | $821,016 | $110,410+643.6% | $102,437+701.5% | $145,897+462.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.31% | 24.85%-4.5pp | 24.95%-4.6pp | 552.29%-532.0pp |
| Employer contribution / active EE | $29,604 | $4,217+602.0% | $3,871+664.8% | $4,663+534.9% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,504 | $9,745-84.6% | $8,388-82.1% | $13,390-88.8% |