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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 | $538,093 | $135,956+295.8% | $123,894+334.3% | $273,972+96.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.78% | 56.63%-48.9pp | 47.52%-39.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $11,250 | $5,170+117.6% | $4,617+143.7% | $4,869+131.1% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,759 | $9,817-71.9% | $8,357-67.0% | $10,133-72.8% |