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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 | $1,039,257 | $156,616+563.6% | $133,346+679.4% | $198,609+423.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 12.91% | 44.25%-31.3pp | 36.85%-23.9pp | 202.70%-189.8pp |
| Employer contribution / active EE | $33,667 | $3,368+899.6% | $2,853+1079.9% | $5,055+566.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,341 | $17,468-69.4% | $14,264-62.6% | $19,030-71.9% |