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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 | $724,240 | $101,618+612.7% | $93,063+678.2% | $137,256+427.7% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 15.84% | 223.95%-208.1pp | 34.15%-18.3pp | 220.34%-204.5pp |
| Employer contribution / active EE | $9,804 | $2,707+262.1% | $2,476+295.9% | $4,156+135.9% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,894 | $6,198-21.0% | $6,033-18.9% | $12,270-60.1% |