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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 | $443,253 | $157,829+180.8% | $136,867+223.9% | $198,609+123.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 4.76% | 51.25%-46.5pp | 42.97%-38.2pp | 202.70%-197.9pp |
| Employer contribution / active EE | $38,500 | $3,923+881.5% | $3,547+985.4% | $5,055+661.6% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,474 | $11,107-68.7% | $10,340-66.4% | $19,030-81.7% |