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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 | $391,887 | $107,941+263.1% | $91,994+326.0% | $152,897+156.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 19.28% | 89.28%-70.0pp | 69.04%-49.8pp | 345.43%-326.2pp |
| Employer contribution / active EE | $15,657 | $4,212+271.8% | $3,453+353.5% | $4,764+228.7% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,307 | $10,521-49.6% | $7,744-31.5% | $11,599-54.2% |