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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 | $456,992 | $125,778+263.3% | $114,563+298.9% | $154,746+195.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 18.59% | 295.14%-276.6pp | 241.09%-222.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,664 | $2,806-5.1% | $2,592+2.8% | $4,379-39.2% |
| Participant deferral / active EE | $5,327 | $4,445+19.9% | $4,142+28.6% | $6,730-20.8% |
| Admin fee / account holder | $71,426 | $8,190+772.1% | $7,623+837.0% | $14,365+397.2% |