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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 | $320,814 | $94,749+238.6% | $112,899+184.2% | $139,466+130.0% |
| Participation rate | 73.3% | 81.3%-7.9pp | 80.5%-7.2pp | 80.3%-7.0pp |
| Annual return | 21.36% | 40.92%-19.6pp | 34.11%-12.7pp | 373.66%-352.3pp |
| Employer contribution / active EE | $16,347 | $4,630+253.1% | $4,566+258.0% | $4,754+243.9% |
| Participant deferral / active EE | $0 | $6,517-100.0% | $6,516-100.0% | $6,712-100.0% |
| Admin fee / account holder | $160,502 | $8,530+1781.7% | $7,047+2177.4% | $11,409+1306.8% |