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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 | $183,539+154.9% | $155,556+200.8% | $145,897+220.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.37% | 61.31%-49.9pp | 64.84%-53.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $31,048 | $5,315+484.1% | $4,675+564.1% | $4,663+565.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,487 | $19,275-76.7% | $15,885-71.8% | $13,390-66.5% |