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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 | $338,628 | $118,875+184.9% | $96,572+250.6% | $167,553+102.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.99% | 50.50%-30.5pp | 37.79%-17.8pp | 478.89%-458.9pp |
| Employer contribution / active EE | $13,543 | $3,121+333.9% | $2,357+474.5% | $4,840+179.8% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,913 | $8,070-51.5% | $6,183-36.7% | $12,316-68.2% |