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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 | $467,872 | $183,592+154.8% | $155,574+200.7% | $145,877+220.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.37% | 61.37%-50.0pp | 64.87%-53.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $31,048 | $5,317+484.0% | $4,676+564.0% | $4,663+565.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,487 | $19,316-76.8% | $15,914-71.8% | $13,402-66.5% |