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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 | $793,100 | $157,304+404.2% | $141,197+461.7% | $152,909+418.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.27% | 64.34%-37.1pp | 71.41%-44.1pp | 345.46%-318.2pp |
| Employer contribution / active EE | $14,259 | $5,263+170.9% | $4,736+201.1% | $4,764+199.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,163 | $12,126+25.0% | $10,265+47.7% | $11,601+30.7% |