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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 | $782,316 | $100,262+680.3% | $81,370+861.4% | $145,897+436.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.04% | 34.52%-16.5pp | 24.85%-6.8pp | 552.29%-534.3pp |
| Employer contribution / active EE | $34,125 | $2,979+1045.6% | $2,464+1285.0% | $4,663+631.9% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,275 | $8,163-59.9% | $5,749-43.0% | $13,390-75.5% |