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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 | $415,819 | $95,979+333.2% | $74,551+457.8% | $135,380+207.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 12.17% | 56.97%-44.8pp | 32.53%-20.4pp | 519.81%-507.6pp |
| Employer contribution / active EE | $12,476 | $2,716+359.3% | $1,961+536.2% | $4,779+161.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,911 | $6,522+67.3% | $5,059+115.7% | $10,828+0.8% |