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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 | $330,492 | $104,251+217.0% | $91,004+263.2% | $147,585+123.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.63% | 27.06%-12.4pp | 4.60%+10.0pp | 578.57%-563.9pp |
| Employer contribution / active EE | $11,667 | $3,116+274.5% | $2,456+375.1% | $4,876+139.2% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,500 | $8,948-16.2% | $5,417+38.4% | $10,885-31.1% |