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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 | $670,631 | $201,259+233.2% | $184,200+264.1% | $145,959+359.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.08% | 28.98%-9.9pp | 28.80%-9.7pp | 561.95%-542.9pp |
| Employer contribution / active EE | $10,391 | $7,018+48.1% | $6,424+61.8% | $4,661+123.0% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,075 | $16,372-69.0% | $13,907-63.5% | $13,398-62.1% |