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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 | $553,883 | $118,877+365.9% | $96,570+473.6% | $167,536+230.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.46% | 50.50%-31.0pp | 37.79%-18.3pp | 478.82%-459.4pp |
| Employer contribution / active EE | $15,000 | $3,121+380.7% | $2,357+536.4% | $4,839+210.0% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $15,865 | $8,069+96.6% | $6,182+156.6% | $12,315+28.8% |