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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 | $720,246 | $83,337+764.3% | $67,834+961.8% | $273,972+162.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.66% | 259.45%-251.8pp | 138.47%-130.8pp | 41.46%-33.8pp |
| Employer contribution / active EE | $16,000 | $3,287+386.7% | $2,403+565.7% | $4,869+228.6% |
| Participant deferral / active EE | $4,440 | $4,088+8.6% | $3,160+40.5% | $5,287-16.0% |
| Admin fee / account holder | $5,218 | $6,752-22.7% | $4,622+12.9% | $10,133-48.5% |