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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 | $881,980 | $211,239+317.5% | $178,528+394.0% | $145,877+504.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.45% | 30.22%-15.8pp | 27.11%-12.7pp | 551.28%-536.8pp |
| Employer contribution / active EE | $20,247 | $4,570+343.0% | $3,950+412.5% | $4,663+334.2% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,815 | $12,095-43.6% | $10,419-34.6% | $13,402-49.1% |