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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 | $526,037 | $100,901+421.3% | $75,501+596.7% | $147,586+256.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 8.79% | 35.78%-27.0pp | 27.35%-18.6pp | 578.59%-569.8pp |
| Employer contribution / active EE | $8,000 | $3,253+145.9% | $2,352+240.2% | $4,876+64.1% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,062 | $11,285-64.0% | $5,801-30.0% | $10,886-62.7% |