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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 | $285,357 | $99,032+188.1% | $80,022+256.6% | $135,379+110.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 8.09% | 15.39%-7.3pp | 11.22%-3.1pp | 519.79%-511.7pp |
| Employer contribution / active EE | $13,435 | $3,043+341.4% | $2,468+444.4% | $4,779+181.1% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $29,384 | $10,436+181.6% | $6,521+350.6% | $10,828+171.4% |