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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 | $923,190 | $126,113+632.0% | $116,096+695.2% | $155,188+494.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 23.12% | 391.72%-368.6pp | 326.25%-303.1pp | 148.84%-125.7pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,000 | $4,162+212.4% | $3,952+229.0% | $6,531+99.0% |
| Admin fee / account holder | $95,349 | $8,045+1085.2% | $7,704+1137.7% | $14,480+558.5% |