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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 | $346,074 | $115,780+198.9% | $101,255+241.8% | $158,931+117.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 30.10% | 56.14%-26.0pp | 46.48%-16.4pp | 302.86%-272.8pp |
| Employer contribution / active EE | $37,344 | $4,175+794.5% | $3,660+920.4% | $4,761+684.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $18,557 | $7,246+156.1% | $5,946+212.1% | $11,247+65.0% |