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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 | $102,638+436.4% | $81,982+571.5% | $158,982+246.3% |
| 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 | 302.99%-290.1pp |
| Employer contribution / active EE | $28,125 | $3,241+767.8% | $2,498+1025.7% | $4,763+490.5% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $55,267 | $8,237+570.9% | $5,665+875.6% | $11,252+391.2% |