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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 | $528,373 | $162,529+225.1% | $130,788+304.0% | $154,746+241.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.43% | 510.48%-493.0pp | 386.44%-369.0pp | 172.34%-154.9pp |
| Employer contribution / active EE | $13,197 | $4,447+196.7% | $3,558+270.9% | $4,379+201.4% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,161 | $7,669-45.7% | $6,673-37.6% | $14,365-71.0% |