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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 | $1,064,265 | $110,093+866.7% | $97,295+993.9% | $145,897+629.5% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.7pp | 80.3%+3.0pp |
| Annual return | 21.91% | 244.76%-222.9pp | 75.62%-53.7pp | 552.29%-530.4pp |
| Employer contribution / active EE | $28,333 | $3,077+820.7% | $2,723+940.6% | $4,663+507.7% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,842 | $6,212+58.4% | $5,646+74.3% | $13,390-26.5% |