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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 | $377,651 | $115,814+226.1% | $101,275+272.9% | $158,982+137.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.58% | 56.16%-38.6pp | 46.48%-28.9pp | 302.99%-285.4pp |
| Employer contribution / active EE | $20,916 | $4,176+400.9% | $3,660+471.5% | $4,763+339.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,915 | $7,249-59.8% | $5,948-51.0% | $11,252-74.1% |