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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 | $211,288+94.9% | $178,540+130.6% | $145,884+182.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.06% | 30.27%-18.2pp | 27.15%-15.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $66,000 | $4,574+1343.0% | $3,953+1569.7% | $4,662+1315.6% |
| Participant deferral / active EE | $60,500 | $6,967+768.4% | $6,281+863.3% | $6,690+804.4% |
| Admin fee / account holder | $4,011 | $12,105-66.9% | $10,424-61.5% | $13,392-70.0% |