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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 | $728,315 | $176,786+312.0% | $146,643+396.7% | $167,536+334.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.97% | 24.04%-11.1pp | 22.75%-9.8pp | 478.82%-465.8pp |
| Employer contribution / active EE | $43,500 | $5,161+742.8% | $4,137+951.5% | $4,839+798.9% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $9,000 | $13,262-32.1% | $10,280-12.5% | $12,315-26.9% |