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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 | $413,725 | $118,708+248.5% | $98,920+318.2% | $158,982+160.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 8.78% | 372.49%-363.7pp | 196.47%-187.7pp | 302.99%-294.2pp |
| Employer contribution / active EE | $8,125 | $3,334+143.7% | $2,689+202.1% | $4,763+70.6% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,155 | $10,134-59.0% | $6,643-37.5% | $11,252-63.1% |