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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 | $435,084 | $124,346+249.9% | $111,308+290.9% | $167,536+159.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.50% | 37.45%-23.9pp | 54.67%-41.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $23,578 | $3,437+586.0% | $2,732+763.1% | $4,839+387.3% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $9,824 | $10,621-7.5% | $7,965+23.3% | $12,315-20.2% |