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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 | $497,834 | $103,392+381.5% | $87,104+471.5% | $152,897+225.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.25% | 28.10%-5.8pp | 28.19%-5.9pp | 345.43%-323.2pp |
| Employer contribution / active EE | $6,375 | $3,221+97.9% | $2,521+152.8% | $4,764+33.8% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,223 | $12,194+0.2% | $7,491+63.2% | $11,599+5.4% |