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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 | $303,186 | $91,037+233.0% | $71,671+323.0% | $147,586+105.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 18.65% | 20.48%-1.8pp | 20.65%-2.0pp | 578.59%-559.9pp |
| Employer contribution / active EE | $8,571 | $3,327+157.6% | $2,460+248.5% | $4,876+75.8% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,600 | $8,613-23.4% | $5,558+18.7% | $10,886-39.4% |