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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 | $1,389,336 | $165,939+737.3% | $122,354+1035.5% | $147,586+841.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.10% | 34.56%-23.5pp | 30.28%-19.2pp | 578.59%-567.5pp |
| Employer contribution / active EE | $54,000 | $5,754+838.4% | $4,051+1233.0% | $4,876+1007.4% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,698 | $7,425+98.0% | $5,479+168.3% | $10,886+35.0% |