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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 | $634,874 | $107,809+488.9% | $90,657+600.3% | $135,380+369.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 9.36% | -0.90%+10.3pp | 1.89%+7.5pp | 519.81%-510.4pp |
| Employer contribution / active EE | $21,000 | $3,018+595.8% | $2,532+729.5% | $4,779+339.4% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $554 | $5,931-90.7% | $4,994-88.9% | $10,828-94.9% |