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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 | $484,777 | $167,030+190.2% | $135,768+257.1% | $155,188+212.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 33.13% | 678.39%-645.3pp | 526.10%-493.0pp | 148.84%-115.7pp |
| Employer contribution / active EE | $19,096 | $4,132+362.1% | $3,394+462.6% | $4,248+349.5% |
| Participant deferral / active EE | $15,500 | $4,528+242.3% | $3,977+289.7% | $6,531+137.3% |
| Admin fee / account holder | $5,583 | $8,172-31.7% | $7,048-20.8% | $14,480-61.4% |