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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 | $434,542 | $150,412+188.9% | $120,574+260.4% | $145,884+197.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.06% | 154.50%-144.4pp | 107.42%-97.4pp | 551.85%-541.8pp |
| Employer contribution / active EE | $25,481 | $4,355+485.1% | $3,471+634.2% | $4,662+446.5% |
| Participant deferral / active EE | $18,300 | $6,175+196.4% | $4,996+266.3% | $6,690+173.6% |
| Admin fee / account holder | $3,728 | $12,224-69.5% | $9,445-60.5% | $13,392-72.2% |