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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 | $414,081 | $98,240+321.5% | $82,312+403.1% | $147,586+180.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.97% | 30.85%-14.9pp | 25.88%-9.9pp | 578.59%-562.6pp |
| Employer contribution / active EE | $30,717 | $3,192+862.4% | $2,428+1165.0% | $4,876+529.9% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $57,635 | $8,563+573.1% | $5,608+927.8% | $10,886+429.5% |