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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 | $645,607 | $167,483+285.5% | $115,752+457.8% | $147,585+337.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 16.90% | 12.11%+4.8pp | 19.41%-2.5pp | 578.57%-561.7pp |
| Employer contribution / active EE | $10,000 | $4,960+101.6% | $3,492+186.4% | $4,876+105.1% |
| Participant deferral / active EE | $24,000 | $7,037+241.1% | $5,204+361.2% | $5,439+341.3% |
| Admin fee / account holder | $5,550 | $13,069-57.5% | $6,278-11.6% | $10,885-49.0% |