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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 | $1,175,150 | $157,304+647.1% | $141,197+732.3% | $152,909+668.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.48% | 64.34%-43.9pp | 71.41%-50.9pp | 345.46%-325.0pp |
| Employer contribution / active EE | $42,000 | $5,263+698.1% | $4,736+786.8% | $4,764+781.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,776 | $12,126-35.9% | $10,265-24.2% | $11,601-33.0% |