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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 | $455,038 | $132,634+243.1% | $115,768+293.1% | $137,256+231.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 28.03% | 160.70%-132.7pp | 100.46%-72.4pp | 220.34%-192.3pp |
| Employer contribution / active EE | $26,937 | $3,360+701.8% | $2,940+816.3% | $4,156+548.1% |
| Participant deferral / active EE | $17,180 | $5,619+205.8% | $4,917+249.4% | $6,407+168.1% |
| Admin fee / account holder | $1,610 | $15,028-89.3% | $12,439-87.1% | $12,270-86.9% |