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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 | $326,664 | $165,912+96.9% | $122,342+167.0% | $147,585+121.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.72% | 34.55%-19.8pp | 30.28%-15.6pp | 578.57%-563.9pp |
| Employer contribution / active EE | $28,213 | $5,754+390.3% | $4,051+596.4% | $4,876+478.6% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,806 | $7,424-62.2% | $5,478-48.8% | $10,885-74.2% |