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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 | $331,882 | $116,203+185.6% | $93,621+254.5% | $152,909+117.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 27.48% | 35.96%-8.5pp | 32.76%-5.3pp | 345.46%-318.0pp |
| Employer contribution / active EE | $11,621 | $3,219+261.0% | $2,719+327.5% | $4,764+143.9% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,365 | $10,751+42.9% | $7,890+94.7% | $11,601+32.5% |