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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 | $702,304 | $106,280+560.8% | $96,538+627.5% | $139,487+403.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.21% | 38.48%-24.3pp | 35.74%-21.5pp | 373.84%-359.6pp |
| Employer contribution / active EE | $18,782 | $4,107+357.3% | $3,740+402.2% | $4,755+295.0% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,880 | $7,888-25.5% | $6,737-12.7% | $11,407-48.5% |