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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 | $306,982 | $176,794+73.6% | $146,647+109.3% | $167,553+83.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.11% | 24.04%-8.9pp | 22.75%-7.6pp | 478.89%-463.8pp |
| Employer contribution / active EE | $12,809 | $5,161+148.2% | $4,137+209.6% | $4,840+164.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,180 | $13,262-83.6% | $10,281-78.8% | $12,316-82.3% |