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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 | $117,846+607.4% | $102,434+713.8% | $145,884+471.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 12.05% | 31.90%-19.8pp | 29.46%-17.4pp | 551.85%-539.8pp |
| Employer contribution / active EE | $28,489 | $3,615+688.1% | $3,023+842.4% | $4,662+511.1% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $276,933 | $13,356+1973.5% | $9,462+2826.8% | $13,392+1967.9% |