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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 | $116,175+185.7% | $93,609+254.5% | $152,870+117.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 27.48% | 35.96%-8.5pp | 32.76%-5.3pp | 345.34%-317.9pp |
| Employer contribution / active EE | $11,621 | $3,218+261.1% | $2,718+327.5% | $4,763+144.0% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $15,365 | $10,748+43.0% | $7,889+94.8% | $11,597+32.5% |