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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 | $807,941 | $107,733+649.9% | $92,985+768.9% | $154,746+422.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 14.51% | 30.39%-15.9pp | 27.99%-13.5pp | 172.34%-157.8pp |
| Employer contribution / active EE | $49,761 | $3,126+1491.6% | $2,662+1769.2% | $4,379+1036.3% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,067 | $11,369-46.6% | $9,463-35.9% | $14,365-57.8% |