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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 | $453,903 | $112,131+304.8% | $95,964+373.0% | $158,982+185.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.53% | 171.19%-152.7pp | 91.64%-73.1pp | 302.99%-284.5pp |
| Employer contribution / active EE | $10,318 | $3,199+222.5% | $2,541+306.0% | $4,763+116.6% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,766 | $10,136+16.1% | $6,797+73.1% | $11,252+4.6% |