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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 | $702,494 | $275,752+154.8% | $256,809+173.5% | $198,609+253.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 25.12% | 34.81%-9.7pp | 32.73%-7.6pp | 202.70%-177.6pp |
| Employer contribution / active EE | $25,000 | $7,721+223.8% | $7,263+244.2% | $5,055+394.5% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $19,828 | $25,716-22.9% | $25,146-21.2% | $19,030+4.2% |