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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 | $402,500 | $152,619+163.7% | $125,195+221.5% | $152,909+163.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.66% | 54.85%-35.2pp | 43.79%-24.1pp | 345.46%-325.8pp |
| Employer contribution / active EE | $9,444 | $4,947+90.9% | $3,866+144.3% | $4,764+98.3% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $411 | $13,437-96.9% | $9,704-95.8% | $11,601-96.5% |