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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 | $407,356 | $115,796+251.8% | $101,264+302.3% | $158,950+156.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 29.70% | 56.15%-26.5pp | 46.48%-16.8pp | 302.91%-273.2pp |
| Employer contribution / active EE | $2,320 | $4,175-44.4% | $3,660-36.6% | $4,762-51.3% |
| Participant deferral / active EE | $6,133 | $4,958+23.7% | $4,370+40.3% | $5,983+2.5% |
| Admin fee / account holder | $130,711 | $7,247+1703.6% | $5,947+2098.0% | $11,248+1062.0% |