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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 | $712,336 | $176,838+302.8% | $146,685+385.6% | $167,518+325.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.92% | 24.04%-14.1pp | 22.75%-12.8pp | 478.71%-468.8pp |
| Employer contribution / active EE | $37,918 | $5,161+634.7% | $4,137+816.5% | $4,838+683.7% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $43,398 | $13,262+227.2% | $10,281+322.1% | $12,312+252.5% |