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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 | $415,429 | $107,363+286.9% | $92,909+347.1% | $152,897+171.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.85% | 145.63%-130.8pp | 109.44%-94.6pp | 345.43%-330.6pp |
| Employer contribution / active EE | $13,880 | $4,222+228.8% | $3,653+279.9% | $4,764+191.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,716 | $7,082-33.4% | $5,795-18.6% | $11,599-59.3% |