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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 | $481,528 | $72,071+568.1% | $68,368+604.3% | $137,256+250.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.75% | 353.14%-337.4pp | 292.57%-276.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $14,013 | $2,788+402.6% | $2,649+429.0% | $4,156+237.2% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,910 | $5,336-64.2% | $5,150-62.9% | $12,270-84.4% |