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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 | $627,526 | $117,829+432.6% | $102,423+512.7% | $145,877+330.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.02% | 31.83%-12.8pp | 29.42%-10.4pp | 551.28%-532.3pp |
| Employer contribution / active EE | $25,000 | $3,615+591.6% | $3,023+727.0% | $4,663+436.1% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $20,515 | $13,335+53.8% | $9,455+117.0% | $13,402+53.1% |