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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 | $339,647 | $127,790+165.8% | $106,554+218.8% | $167,553+102.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.73% | 33.88%-18.2pp | 26.80%-11.1pp | 478.89%-463.2pp |
| Employer contribution / active EE | $8,908 | $3,427+159.9% | $2,819+216.0% | $4,840+84.1% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $20,342 | $11,231+81.1% | $7,408+174.6% | $12,316+65.2% |