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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 | $277,723 | $103,392+168.6% | $87,104+218.8% | $152,897+81.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.44% | 28.10%-11.7pp | 28.19%-11.7pp | 345.43%-329.0pp |
| Employer contribution / active EE | $4,167 | $3,221+29.4% | $2,521+65.3% | $4,764-12.5% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,079 | $12,194-33.7% | $7,491+7.8% | $11,599-30.4% |