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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 | $421,702 | $185,905+126.8% | $170,057+148.0% | $139,487+202.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 42.01% | 60.56%-18.5pp | 53.42%-11.4pp | 373.84%-331.8pp |
| Employer contribution / active EE | $36,667 | $7,597+382.6% | $6,790+440.0% | $4,755+671.2% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $14,250 | $15,397-7.4% | $12,826+11.1% | $11,407+24.9% |