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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 | $452,421 | $132,099+242.5% | $115,599+291.4% | $138,895+225.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 18.75% | 176.76%-158.0pp | 111.10%-92.3pp | 145.39%-126.6pp |
| Employer contribution / active EE | $10,395 | $3,416+204.3% | $2,955+251.7% | $4,194+147.8% |
| Participant deferral / active EE | $28,540 | $5,617+408.1% | $4,889+483.7% | $6,396+346.2% |
| Admin fee / account holder | $2,637 | $15,650-83.1% | $12,841-79.5% | $12,562-79.0% |