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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 | $349,023 | $106,247+228.5% | $96,515+261.6% | $139,466+150.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.84% | 38.47%-13.6pp | 35.73%-10.9pp | 373.66%-348.8pp |
| Employer contribution / active EE | $12,500 | $4,106+204.4% | $3,740+234.3% | $4,754+162.9% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $10,280 | $7,885+30.4% | $6,735+52.6% | $11,409-9.9% |