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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 | $649,007 | $232,540+179.1% | $185,117+250.6% | $147,586+339.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 9.20% | 43.03%-33.8pp | 40.50%-31.3pp | 578.59%-569.4pp |
| Employer contribution / active EE | $6,250 | $5,195+20.3% | $4,182+49.5% | $4,876+28.2% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $41,278 | $10,275+301.7% | $8,159+405.9% | $10,886+279.2% |