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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 | $738,251 | $106,247+594.8% | $96,515+664.9% | $139,466+429.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.37% | 38.47%-27.1pp | 35.73%-24.4pp | 373.66%-362.3pp |
| Employer contribution / active EE | $20,842 | $4,106+407.6% | $3,740+457.3% | $4,754+338.4% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,521 | $7,885-30.0% | $6,735-18.0% | $11,409-51.6% |