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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 | $403,210 | $73,988+445.0% | $96,538+317.7% | $75,177+436.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 77.12% | 26.73%+50.4pp | 35.74%+41.4pp | 160.75%-83.6pp |
| Employer contribution / active EE | $28,538 | $2,930+873.9% | $3,740+663.0% | $2,671+968.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,173 | $5,220-20.1% | $6,737-38.1% | $5,651-26.2% |