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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 | $697,579 | $115,814+502.3% | $101,275+588.8% | $158,982+338.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.02% | 56.16%-46.1pp | 46.48%-36.5pp | 302.99%-293.0pp |
| Employer contribution / active EE | $25,000 | $4,176+498.7% | $3,660+583.0% | $4,763+424.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,226 | $7,249-55.5% | $5,948-45.8% | $11,252-71.3% |