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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 | $458,560 | $167,483+173.8% | $115,752+296.2% | $147,586+210.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 30.59% | 12.11%+18.5pp | 19.41%+11.2pp | 578.59%-548.0pp |
| Employer contribution / active EE | $33,591 | $4,960+577.2% | $3,492+861.9% | $4,876+588.8% |
| Participant deferral / active EE | $12,000 | $7,037+70.5% | $5,204+130.6% | $5,439+120.6% |
| Admin fee / account holder | $2,260 | $13,069-82.7% | $6,278-64.0% | $10,886-79.2% |