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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 | $427,759 | $99,652+329.3% | $78,778+443.0% | $147,586+189.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.32% | 47.28%-31.0pp | 35.62%-19.3pp | 578.59%-562.3pp |
| Employer contribution / active EE | $12,000 | $2,796+329.2% | $1,986+504.3% | $4,876+146.1% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,435 | $7,155-24.0% | $5,134+5.9% | $10,886-50.1% |