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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 | $322,267 | $117,895+173.4% | $102,460+214.5% | $145,897+120.9% |
| Participation rate | 95.2% | 78.6%+16.6pp | 76.5%+18.7pp | 80.3%+14.9pp |
| Annual return | 11.04% | 31.92%-20.9pp | 29.47%-18.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $13,444 | $3,619+271.5% | $3,025+344.4% | $4,663+188.3% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $36,220 | $13,353+171.3% | $9,460+282.9% | $13,390+170.5% |