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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 | $285,355 | $121,701+134.5% | $104,639+172.7% | $158,982+79.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.38% | 465.72%-453.3pp | 340.67%-328.3pp | 302.99%-290.6pp |
| Employer contribution / active EE | $19,500 | $3,165+516.0% | $2,682+627.1% | $4,763+309.4% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,895 | $7,778-75.6% | $6,465-70.7% | $11,252-83.2% |