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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 | $412,536 | $157,276+162.3% | $141,177+192.2% | $152,885+169.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.35% | 64.33%-39.0pp | 71.40%-46.1pp | 345.39%-320.0pp |
| Employer contribution / active EE | $20,849 | $5,262+296.2% | $4,736+340.3% | $4,763+337.7% |
| Participant deferral / active EE | $12,500 | $7,110+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $5,818 | $12,123-52.0% | $10,263-43.3% | $11,598-49.8% |