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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 | $453,693 | $209,422+116.6% | $178,503+154.2% | $158,982+185.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.46% | 188.81%-176.3pp | 151.12%-138.7pp | 302.99%-290.5pp |
| Employer contribution / active EE | $32,610 | $5,707+471.4% | $5,011+550.7% | $4,763+584.7% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $41,113 | $17,079+140.7% | $13,987+193.9% | $11,252+265.4% |