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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 | $516,535 | $107,030+382.6% | $73,550+602.3% | $147,586+250.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 14.55% | 38.25%-23.7pp | -15.16%+29.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $18,510 | $1,760+951.4% | $1,219+1418.3% | $4,876+279.6% |
| Participant deferral / active EE | $0 | $2,458-100.0% | $1,804-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17,327 | $3,055+467.1% | $2,320+647.0% | $10,886+59.2% |