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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 | $651,447 | $157,829+312.8% | $136,867+376.0% | $198,609+228.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 18.06% | 51.25%-33.2pp | 42.97%-24.9pp | 202.70%-184.6pp |
| Employer contribution / active EE | $19,835 | $3,923+405.6% | $3,547+459.2% | $5,055+292.3% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,742 | $11,107-75.3% | $10,340-73.5% | $19,030-85.6% |