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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 | $489,723 | $101,618+381.9% | $93,063+426.2% | $137,256+256.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 19.02% | 223.95%-204.9pp | 34.15%-15.1pp | 220.34%-201.3pp |
| Employer contribution / active EE | $5,445 | $2,707+101.1% | $2,476+119.9% | $4,156+31.0% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $13,726 | $6,198+121.4% | $6,033+127.5% | $12,270+11.9% |