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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 | $426,077 | $106,923+298.5% | $84,023+407.1% | $152,909+178.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.13% | 105.02%-83.9pp | 71.32%-50.2pp | 345.46%-324.3pp |
| Employer contribution / active EE | $9,735 | $2,735+255.9% | $1,984+390.7% | $4,764+104.3% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $48,763 | $8,289+488.3% | $6,102+699.1% | $11,601+320.3% |