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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 | $511,137 | $295,923+72.7% | $239,403+113.5% | $382,429+33.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.2%+17.8pp | 87.7%+12.3pp |
| Annual return | 12.29% | 1.75%+10.5pp | 3.34%+9.0pp | 248.85%-236.6pp |
| Employer contribution / active EE | $31,405 | $5,859+436.1% | $4,656+574.5% | $8,036+290.8% |
| Participant deferral / active EE | $0 | $4,814-100.0% | $4,239-100.0% | $5,727-100.0% |
| Admin fee / account holder | $5,222 | $26,025-79.9% | $21,121-75.3% | $30,732-83.0% |