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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 | $127,762+165.8% | $106,545+218.8% | $167,497+102.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.73% | 33.87%-18.1pp | 26.80%-11.1pp | 478.62%-462.9pp |
| Employer contribution / active EE | $8,908 | $3,427+160.0% | $2,819+216.0% | $4,838+84.1% |
| Participant deferral / active EE | $0 | $5,087-100.0% | $4,398-100.0% | $6,341-100.0% |
| Admin fee / account holder | $20,342 | $11,226+81.2% | $7,407+174.6% | $12,310+65.2% |