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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 | $385,300 | $124,346+209.9% | $111,308+246.2% | $167,536+130.0% |
| Participation rate | 86.7% | 79.6%+7.0pp | 77.3%+9.3pp | 82.1%+4.6pp |
| Annual return | 12.41% | 37.45%-25.0pp | 54.67%-42.3pp | 478.82%-466.4pp |
| Employer contribution / active EE | $5,038 | $3,437+46.6% | $2,732+84.4% | $4,839+4.1% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $359,877 | $10,621+3288.2% | $7,965+4418.2% | $12,315+2822.4% |