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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 | $108,897+271.4% | $100,378+303.0% | $145,877+177.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.46% | 58.17%-40.7pp | 49.41%-31.9pp | 551.28%-533.8pp |
| Employer contribution / active EE | $24,435 | $4,420+452.8% | $3,942+519.8% | $4,663+424.0% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,188 | $9,690-46.5% | $7,899-34.3% | $13,402-61.3% |