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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 | $573,694 | $127,387+350.4% | $115,038+398.7% | $125,389+357.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.59% | 31.28%-27.7pp | 26.14%-22.6pp | 282.24%-278.7pp |
| Employer contribution / active EE | $25,389 | $5,166+391.5% | $4,608+451.0% | $4,866+421.8% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $68,475 | $9,516+619.5% | $8,175+737.6% | $9,541+617.7% |