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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 | $456,969 | $884,045-48.3% | $453,569+0.7% | $167,553+172.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 11.63% | 29.49%-17.9pp | 64.43%-52.8pp | 478.89%-467.3pp |
| Employer contribution / active EE | $38,500 | $5,538+595.2% | $4,072+845.5% | $4,840+695.5% |
| Participant deferral / active EE | $19,500 | $7,898+146.9% | $6,211+213.9% | $6,343+207.4% |
| Admin fee / account holder | $6,918 | $22,063-68.6% | $11,214-38.3% | $12,316-43.8% |