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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 | $437,552 | $124,351+251.9% | $109,188+300.7% | $167,553+161.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 23.85% | 26.04%-2.2pp | 25.76%-1.9pp | 478.89%-455.0pp |
| Employer contribution / active EE | $40,025 | $4,210+850.8% | $3,723+975.0% | $4,840+727.0% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $25,235 | $7,975+216.4% | $6,755+273.5% | $12,316+104.9% |