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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 | $452,177 | $154,209+193.2% | $130,062+247.7% | $139,487+224.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.70% | 32.52%-22.8pp | -137.37%+147.1pp | 373.84%-364.1pp |
| Employer contribution / active EE | $41,265 | $5,292+679.7% | $4,322+854.7% | $4,755+767.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,044 | $13,988-85.4% | $10,601-80.7% | $11,407-82.1% |