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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 | $414,691 | $150,346+175.8% | $120,524+244.1% | $145,877+184.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 26.03% | 154.40%-128.4pp | 107.36%-81.3pp | 551.28%-525.2pp |
| Employer contribution / active EE | $3,375 | $4,353-22.5% | $3,469-2.7% | $4,663-27.6% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $375 | $12,215-96.9% | $9,440-96.0% | $13,402-97.2% |