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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 | $650,902 | $110,410+489.5% | $102,437+535.4% | $145,897+346.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.15% | 24.85%-14.7pp | 24.95%-14.8pp | 552.29%-542.1pp |
| Employer contribution / active EE | $12,476 | $4,217+195.8% | $3,871+222.3% | $4,663+167.6% |
| Participant deferral / active EE | $21,150 | $5,622+276.2% | $5,060+318.0% | $6,689+216.2% |
| Admin fee / account holder | $5,428 | $9,745-44.3% | $8,388-35.3% | $13,390-59.5% |