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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 | $632,690 | $154,754+308.8% | $124,206+409.4% | $138,895+355.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 17.73% | 709.28%-691.6pp | 515.27%-497.5pp | 145.39%-127.7pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,435 | $4,621+60.9% | $3,968+87.4% | $6,396+16.2% |
| Admin fee / account holder | $2,379 | $6,690-64.4% | $5,929-59.9% | $12,562-81.1% |