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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 | $441,061 | $104,116+323.6% | $71,089+520.4% | $135,380+225.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | 3.26% | 1256.51%-1253.3pp | 650.65%-647.4pp | 519.81%-516.5pp |
| Employer contribution / active EE | $14,000 | $1,485+842.8% | $1,088+1187.1% | $4,779+193.0% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,402 | $4,142+127.0% | $3,082+205.0% | $10,828-13.2% |