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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 | $411,776 | $211,239+94.9% | $178,528+130.7% | $145,877+182.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.06% | 30.22%-18.2pp | 27.11%-15.1pp | 551.28%-539.2pp |
| Employer contribution / active EE | $66,000 | $4,570+1344.2% | $3,950+1570.7% | $4,663+1315.4% |
| Participant deferral / active EE | $60,500 | $6,963+768.9% | $6,278+863.6% | $6,691+804.3% |
| Admin fee / account holder | $4,011 | $12,095-66.8% | $10,419-61.5% | $13,402-70.1% |