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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 | $579,709 | $100,805+475.1% | $86,698+568.7% | $134,532+330.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 7.64% | 29.09%-21.4pp | 35.95%-28.3pp | 418.27%-410.6pp |
| Employer contribution / active EE | $8,750 | $3,490+150.7% | $2,837+208.5% | $4,741+84.6% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,003 | $10,925+37.3% | $7,493+100.2% | $11,429+31.3% |