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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 | $631,551 | $154,209+309.5% | $130,062+385.6% | $139,487+352.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.44% | 32.52%-22.1pp | -137.37%+147.8pp | 373.84%-363.4pp |
| Employer contribution / active EE | $30,000 | $5,292+466.8% | $4,322+594.1% | $4,755+531.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $17,991 | $13,988+28.6% | $10,601+69.7% | $11,407+57.7% |