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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 | $415,386 | $121,701+241.3% | $104,639+297.0% | $158,982+161.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.53% | 465.72%-453.2pp | 340.67%-328.1pp | 302.99%-290.5pp |
| Employer contribution / active EE | $687 | $3,165-78.3% | $2,682-74.4% | $4,763-85.6% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,230 | $7,778-71.3% | $6,465-65.5% | $11,252-80.2% |