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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 | $429,287 | $157,296+172.9% | $141,191+204.0% | $152,897+180.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.56% | 64.34%-44.8pp | 71.41%-51.8pp | 345.43%-325.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13,213 | $7,111+85.8% | $6,710+96.9% | $5,851+125.8% |
| Admin fee / account holder | $2,089 | $12,125-82.8% | $10,264-79.6% | $11,599-82.0% |