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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 | $559,873 | $124,346+350.3% | $111,308+403.0% | $167,536+234.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.73% | 37.45%-27.7pp | 54.67%-44.9pp | 478.82%-469.1pp |
| Employer contribution / active EE | $10,251 | $3,437+198.2% | $2,732+275.3% | $4,839+111.8% |
| Participant deferral / active EE | $22,750 | $5,182+339.1% | $4,487+407.0% | $6,342+258.7% |
| Admin fee / account holder | $5,353 | $10,621-49.6% | $7,965-32.8% | $12,315-56.5% |