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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 | $508,485 | $152,592+233.2% | $125,180+306.2% | $152,885+232.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.68% | 54.84%-38.2pp | 43.79%-27.1pp | 345.39%-328.7pp |
| Employer contribution / active EE | $37,000 | $4,947+648.0% | $3,866+857.1% | $4,763+676.8% |
| Participant deferral / active EE | $25,000 | $5,868+326.0% | $4,937+406.4% | $5,851+327.3% |
| Admin fee / account holder | $1,574 | $13,435-88.3% | $9,703-83.8% | $11,598-86.4% |