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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 | $459,690 | $91,037+405.0% | $71,671+541.4% | $147,585+211.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 19.24% | 20.48%-1.2pp | 20.65%-1.4pp | 578.58%-559.3pp |
| Employer contribution / active EE | $15,246 | $3,327+358.2% | $2,460+519.8% | $4,876+212.7% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $39,884 | $8,613+363.1% | $5,558+617.5% | $10,886+266.4% |