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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 | $313,354 | $99,652+214.4% | $78,778+297.8% | $147,586+112.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.87% | 47.28%-30.4pp | 35.62%-18.7pp | 578.59%-561.7pp |
| Employer contribution / active EE | $8,287 | $2,796+196.4% | $1,986+317.4% | $4,876+69.9% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,798 | $7,155-74.9% | $5,134-65.0% | $10,886-83.5% |