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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 | $402,870 | $85,171+373.0% | $172,753+133.2% | $72,976+452.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.71% | 27.32%-4.6pp | 803.00%-780.3pp | 81.02%-58.3pp |
| Employer contribution / active EE | $19,891 | $3,324+498.4% | $5,144+286.7% | $2,440+715.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $49,952 | $5,880+749.5% | $13,956+257.9% | $5,124+874.8% |