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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 | $537,388 | $101,069+431.7% | $81,478+559.6% | $147,585+264.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.54% | 32.40%-20.9pp | 38.78%-27.2pp | 578.57%-567.0pp |
| Employer contribution / active EE | $27,590 | $3,205+760.8% | $2,568+974.5% | $4,876+465.8% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $56,743 | $5,812+876.3% | $4,561+1144.1% | $10,885+421.3% |