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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 | $485,030 | $110,278+339.8% | $95,740+406.6% | $139,466+247.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.29% | 27.19%-4.9pp | 28.41%-6.1pp | 373.66%-351.4pp |
| Employer contribution / active EE | $4,320 | $3,260+32.5% | $2,836+52.3% | $4,754-9.1% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,399 | $6,613-63.7% | $5,676-57.7% | $11,409-79.0% |