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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 | $536,875 | $83,337+544.2% | $67,834+691.5% | $273,972+96.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.26% | 259.45%-254.2pp | 138.47%-133.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $3,409 | $3,287+3.7% | $2,403+41.8% | $4,869-30.0% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $22,059 | $6,752+226.7% | $4,622+377.2% | $10,133+117.7% |