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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 | $581,492 | $124,346+367.6% | $111,306+422.4% | $167,553+247.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.95% | 37.46%-27.5pp | 54.67%-44.7pp | 478.89%-468.9pp |
| Employer contribution / active EE | $44,800 | $3,438+1203.2% | $2,732+1539.9% | $4,840+825.7% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $6,737 | $10,623-36.6% | $7,966-15.4% | $12,316-45.3% |