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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 | $369,633 | $117,433+214.8% | $99,475+271.6% | $152,897+141.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 15.96% | 31.87%-15.9pp | 30.72%-14.8pp | 345.43%-329.5pp |
| Employer contribution / active EE | $13,333 | $3,013+342.5% | $2,540+424.9% | $4,764+179.9% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $32,872 | $7,634+330.6% | $6,252+425.7% | $11,599+183.4% |