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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 | $960,890 | $157,304+510.8% | $141,197+580.5% | $152,909+528.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.07% | 64.34%-45.3pp | 71.41%-52.3pp | 345.46%-326.4pp |
| Employer contribution / active EE | $20,189 | $5,263+283.6% | $4,736+326.3% | $4,764+323.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,067 | $12,126-41.7% | $10,265-31.2% | $11,601-39.1% |