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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 | $417,863 | $152,619+173.8% | $125,195+233.8% | $152,909+173.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 11.17% | 54.85%-43.7pp | 43.79%-32.6pp | 345.46%-334.3pp |
| Employer contribution / active EE | $17,964 | $4,947+263.1% | $3,866+364.6% | $4,764+277.1% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,019 | $13,437-92.4% | $9,704-89.5% | $11,601-91.2% |