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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 | $359,366 | $222,882+61.2% | $182,153+97.3% | $198,609+80.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.7%+34.3pp | 82.4%+17.6pp |
| Annual return | 13.27% | 38.53%-25.3pp | 35.04%-21.8pp | 202.70%-189.4pp |
| Employer contribution / active EE | $5,833 | $2,741+112.8% | $2,593+125.0% | $5,055+15.4% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,776-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,073 | $8,972-43.5% | $9,477-46.5% | $19,030-73.3% |