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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 | $728,966 | $232,540+213.5% | $185,117+293.8% | $147,586+393.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.06% | 43.03%-33.0pp | 40.50%-30.4pp | 578.59%-568.5pp |
| Employer contribution / active EE | $20,000 | $5,195+285.0% | $4,182+378.3% | $4,876+310.1% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $16,896 | $10,275+64.4% | $8,159+107.1% | $10,886+55.2% |