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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 | $782,080 | $156,616+399.4% | $133,346+486.5% | $198,609+293.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 14.59% | 44.25%-29.7pp | 36.85%-22.3pp | 202.70%-188.1pp |
| Employer contribution / active EE | $13,439 | $3,368+299.0% | $2,853+371.0% | $5,055+165.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $24,954 | $17,468+42.9% | $14,264+74.9% | $19,030+31.1% |