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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 | $100,147+681.2% | $81,286+862.4% | $145,877+436.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.04% | 34.44%-16.4pp | 24.80%-6.8pp | 551.28%-533.2pp |
| Employer contribution / active EE | $34,125 | $2,977+1046.2% | $2,463+1285.7% | $4,663+631.8% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,275 | $8,201-60.1% | $5,764-43.2% | $13,402-75.6% |