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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 | $766,512 | $105,856+624.1% | $90,161+750.2% | $147,586+419.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.82% | 37.63%-20.8pp | 34.89%-18.1pp | 578.59%-561.8pp |
| Employer contribution / active EE | $31,063 | $4,126+652.8% | $3,318+836.2% | $4,876+537.0% |
| Participant deferral / active EE | $3,000 | $5,733-47.7% | $5,287-43.3% | $5,439-44.8% |
| Admin fee / account holder | $5,923 | $8,046-26.4% | $5,943-0.3% | $10,886-45.6% |