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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 | $622,872 | $176,786+252.3% | $146,643+324.8% | $167,536+271.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.88% | 24.04%-11.2pp | 22.75%-9.9pp | 478.82%-465.9pp |
| Employer contribution / active EE | $37,500 | $5,161+626.6% | $4,137+806.5% | $4,839+674.9% |
| Participant deferral / active EE | $26,000 | $6,440+303.7% | $5,506+372.2% | $6,342+309.9% |
| Admin fee / account holder | $100,997 | $13,262+661.6% | $10,280+882.4% | $12,315+720.1% |