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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 | $620,953 | $211,946+193.0% | $169,452+266.4% | $135,380+358.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 5.98% | 3.26%+2.7pp | 1.83%+4.1pp | 519.81%-513.8pp |
| Employer contribution / active EE | $33,691 | $5,117+558.4% | $4,157+710.5% | $4,779+605.0% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $16,513 | $11,472+43.9% | $9,110+81.3% | $10,828+52.5% |