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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 | $112,729+593.8% | $98,716+692.3% | $137,256+469.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.59% | 38.48%-23.9pp | 31.81%-17.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $13,439 | $2,725+393.1% | $2,279+489.8% | $4,156+223.4% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $24,954 | $10,129+146.4% | $8,703+186.7% | $12,270+103.4% |