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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 | $404,497 | $108,942+271.3% | $100,415+302.8% | $145,897+177.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.46% | 58.27%-40.8pp | 49.47%-32.0pp | 552.29%-534.8pp |
| Employer contribution / active EE | $24,435 | $4,422+452.6% | $3,943+519.7% | $4,663+424.1% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,188 | $9,702-46.5% | $7,906-34.4% | $13,390-61.3% |