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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 | $364,871 | $133,981+172.3% | $112,249+225.1% | $134,532+171.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 23.67% | 47.16%-23.5pp | 27.48%-3.8pp | 418.27%-394.6pp |
| Employer contribution / active EE | $23,573 | $4,040+483.5% | $3,636+548.3% | $4,741+397.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $64,733 | $7,492+764.1% | $6,412+909.5% | $11,429+466.4% |