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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 | $892,990 | $165,939+438.1% | $122,354+629.8% | $147,585+505.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.99% | 34.56%-22.6pp | 30.28%-18.3pp | 578.58%-566.6pp |
| Employer contribution / active EE | $36,000 | $5,754+525.6% | $4,051+788.7% | $4,876+638.2% |
| Participant deferral / active EE | $24,000 | $4,005+499.2% | $3,287+630.1% | $5,439+341.3% |
| Admin fee / account holder | $7,847 | $7,425+5.7% | $5,479+43.2% | $10,886-27.9% |