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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 | $263,337 | $106,247+147.9% | $96,515+172.8% | $139,466+88.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.13% | 38.47%-23.3pp | 35.73%-20.6pp | 373.66%-358.5pp |
| Employer contribution / active EE | $5,833 | $4,106+42.1% | $3,740+56.0% | $4,754+22.7% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $17,862 | $7,885+126.5% | $6,735+165.2% | $11,409+56.6% |