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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 | $706,741 | $134,001+427.4% | $112,258+529.6% | $134,509+425.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 38.88% | 47.15%-8.3pp | 27.47%+11.4pp | 418.13%-379.3pp |
| Employer contribution / active EE | $10,000 | $4,039+147.6% | $3,636+175.1% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $31,921 | $7,491+326.1% | $6,411+397.9% | $11,427+179.4% |