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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 | $405,786 | $99,652+307.2% | $78,778+415.1% | $147,586+174.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.92% | 47.28%-34.4pp | 35.62%-22.7pp | 578.59%-565.7pp |
| Employer contribution / active EE | $20,417 | $2,796+630.3% | $1,986+928.2% | $4,876+318.7% |
| Participant deferral / active EE | $10,200 | $3,664+178.4% | $2,958+244.8% | $5,439+87.5% |
| Admin fee / account holder | $10,443 | $7,155+45.9% | $5,134+103.4% | $10,886-4.1% |