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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 | $1,165,749 | $180,028+547.5% | $138,135+743.9% | $158,950+633.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 6.40% | 21.68%-15.3pp | 20.51%-14.1pp | 302.91%-296.5pp |
| Employer contribution / active EE | $29,447 | $7,470+294.2% | $5,587+427.1% | $4,762+518.4% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,340 | $17,912-53.4% | $11,856-29.7% | $11,248-25.9% |