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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 | $406,110 | $124,336+226.6% | $111,303+264.9% | $167,518+142.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.00% | 37.45%-24.4pp | 54.66%-41.7pp | 478.71%-465.7pp |
| Employer contribution / active EE | $37,673 | $3,436+996.3% | $2,731+1279.2% | $4,838+678.6% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $20,664 | $10,623+94.5% | $7,966+159.4% | $12,312+67.8% |