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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 | $609,775 | $157,304+287.6% | $141,197+331.9% | $152,909+298.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.83% | 64.34%-49.5pp | 71.41%-56.6pp | 345.46%-330.6pp |
| Employer contribution / active EE | $21,750 | $5,263+313.3% | $4,736+359.2% | $4,764+356.6% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $2,901 | $12,126-76.1% | $10,265-71.7% | $11,601-75.0% |