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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 | $619,151 | $817,678-24.3% | $392,568+57.7% | $152,897+304.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 13.35% | 22.84%-9.5pp | 24.42%-11.1pp | 345.43%-332.1pp |
| Employer contribution / active EE | $46,250 | $5,502+740.6% | $3,783+1122.5% | $4,764+870.9% |
| Participant deferral / active EE | $12,500 | $8,398+48.8% | $5,985+108.9% | $5,851+113.6% |
| Admin fee / account holder | $4,511 | $12,095-62.7% | $6,260-27.9% | $11,599-61.1% |