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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 | $373,950 | $124,336+200.8% | $111,303+236.0% | $167,518+123.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.27% | 37.45%-26.2pp | 54.66%-43.4pp | 478.71%-467.4pp |
| Employer contribution / active EE | $18,000 | $3,436+423.8% | $2,731+559.0% | $4,838+272.0% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $15,998 | $10,623+50.6% | $7,966+100.8% | $12,312+29.9% |