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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 | $736,830 | $117,846+525.2% | $102,434+619.3% | $145,884+405.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.85% | 31.90%-7.0pp | 29.46%-4.6pp | 551.85%-527.0pp |
| Employer contribution / active EE | $1,219 | $3,615-66.3% | $3,023-59.7% | $4,662-73.9% |
| Participant deferral / active EE | $5,727 | $5,733-0.1% | $5,055+13.3% | $6,690-14.4% |
| Admin fee / account holder | $5,590 | $13,356-58.1% | $9,462-40.9% | $13,392-58.3% |