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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 | $418,050 | $103,038+305.7% | $90,324+362.8% | $152,909+173.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.21% | 95.25%-78.0pp | 78.15%-60.9pp | 345.46%-328.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $25,000 | $4,282+483.9% | $3,885+543.4% | $5,851+327.3% |
| Admin fee / account holder | $4,607 | $6,177-25.4% | $5,356-14.0% | $11,601-60.3% |