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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 | $695,401 | $134,001+419.0% | $112,258+519.5% | $134,509+417.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 32.17% | 47.15%-15.0pp | 27.47%+4.7pp | 418.13%-386.0pp |
| Employer contribution / active EE | $5,000 | $4,039+23.8% | $3,636+37.5% | $4,741+5.5% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $10,959 | $7,491+46.3% | $6,411+70.9% | $11,427-4.1% |