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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 | $385,982 | $152,619+152.9% | $125,195+208.3% | $152,909+152.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.13% | 54.85%-38.7pp | 43.79%-27.7pp | 345.46%-329.3pp |
| Employer contribution / active EE | $17,267 | $4,947+249.0% | $3,866+346.6% | $4,764+262.5% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,147 | $13,437-84.0% | $9,704-77.9% | $11,601-81.5% |