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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 | $407,552 | $176,794+130.5% | $146,647+177.9% | $167,553+143.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.64% | 24.04%-7.4pp | 22.75%-6.1pp | 478.89%-462.3pp |
| Employer contribution / active EE | $21,880 | $5,161+323.9% | $4,137+428.9% | $4,840+352.1% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $12,438 | $13,262-6.2% | $10,281+21.0% | $12,316+1.0% |