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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 | $492,722 | $117,829+318.2% | $102,423+381.1% | $145,877+237.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.90% | 31.83%-20.9pp | 29.42%-18.5pp | 551.28%-540.4pp |
| Employer contribution / active EE | $38,037 | $3,615+952.3% | $3,023+1158.2% | $4,663+715.7% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $18,113 | $13,335+35.8% | $9,455+91.6% | $13,402+35.1% |