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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 | $1,081,910 | $127,100+751.2% | $105,738+923.2% | $135,379+699.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 30.64% | 4.49%+26.1pp | 6.27%+24.4pp | 519.79%-489.1pp |
| Employer contribution / active EE | $5,000 | $4,107+21.8% | $3,268+53.0% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $33,211 | $9,087+265.5% | $6,913+380.4% | $10,828+206.7% |