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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 | $614,907 | $162,821+277.7% | $133,978+359.0% | $158,982+286.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.06% | 41.95%-33.9pp | 45.10%-37.0pp | 302.99%-294.9pp |
| Employer contribution / active EE | $8,000 | $4,976+60.8% | $3,919+104.1% | $4,763+68.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $23,324 | $11,742+98.6% | $8,930+161.2% | $11,252+107.3% |