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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 | $772,920 | $142,426+442.7% | $115,167+571.1% | $152,909+405.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 13.91% | 41.48%-27.6pp | 35.60%-21.7pp | 345.46%-331.6pp |
| Employer contribution / active EE | $9,905 | $4,011+147.0% | $3,179+211.6% | $4,764+107.9% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,609 | $8,464+13.5% | $7,089+35.6% | $11,601-17.2% |