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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 | $519,340 | $103,038+404.0% | $90,324+475.0% | $152,909+239.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.88% | 95.25%-75.4pp | 78.15%-58.3pp | 345.46%-325.6pp |
| Employer contribution / active EE | $36,019 | $3,141+1046.9% | $2,856+1161.3% | $4,764+656.1% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,855 | $6,177-37.6% | $5,356-28.0% | $11,601-66.8% |