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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 | $974,120 | $232,540+318.9% | $185,117+426.2% | $147,586+560.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.68% | 43.03%-23.3pp | 40.50%-20.8pp | 578.59%-558.9pp |
| Employer contribution / active EE | $9,790 | $5,195+88.4% | $4,182+134.1% | $4,876+100.8% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $55,578 | $10,275+440.9% | $8,159+581.2% | $10,886+410.6% |