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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 | $320,482 | $93,346+243.3% | $71,796+346.4% | $273,972+17.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.97% | 130.39%-120.4pp | 78.04%-68.1pp | 41.46%-31.5pp |
| Employer contribution / active EE | $12,256 | $2,733+348.4% | $1,924+536.8% | $4,869+151.7% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,266 | $6,571+41.0% | $4,815+92.4% | $10,133-8.6% |