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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 | $515,582 | $124,346+314.6% | $111,306+363.2% | $167,553+207.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.29% | 37.46%-26.2pp | 54.67%-43.4pp | 478.89%-467.6pp |
| Employer contribution / active EE | $16,746 | $3,438+387.1% | $2,732+513.0% | $4,840+246.0% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,186 | $10,623-60.6% | $7,966-47.5% | $12,316-66.0% |