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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 | $775,885 | $239,571+223.9% | $183,328+323.2% | $137,256+465.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 10.70% | 35.69%-25.0pp | 29.67%-19.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $36,475 | $6,148+493.3% | $5,055+621.6% | $4,156+777.6% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $16,198 | $30,059-46.1% | $21,427-24.4% | $12,270+32.0% |