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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 | $550,538 | $102,616+436.5% | $81,981+571.5% | $158,931+246.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 12.85% | 61.05%-48.2pp | 41.31%-28.5pp | 302.86%-290.0pp |
| Employer contribution / active EE | $28,125 | $3,240+767.9% | $2,498+1025.8% | $4,761+490.7% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $3,722-100.0% | $5,982-100.0% |
| Admin fee / account holder | $55,267 | $8,236+571.0% | $5,664+875.7% | $11,247+391.4% |