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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 | $569,690 | $232,540+145.0% | $185,117+207.7% | $147,586+286.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.73% | 43.03%-31.3pp | 40.50%-28.8pp | 578.59%-566.9pp |
| Employer contribution / active EE | $32,586 | $5,195+527.2% | $4,182+679.3% | $4,876+568.2% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,385 | $10,275+40.0% | $8,159+76.3% | $10,886+32.1% |