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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 | $833,611 | $117,895+607.1% | $102,460+713.6% | $145,897+471.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 12.05% | 31.92%-19.9pp | 29.47%-17.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $28,489 | $3,619+687.2% | $3,025+841.7% | $4,663+511.0% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $276,933 | $13,353+1974.0% | $9,460+2827.4% | $13,390+1968.2% |