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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 | $339,981 | $211,239+60.9% | $178,528+90.4% | $145,877+133.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.87% | 30.22%-18.4pp | 27.11%-15.2pp | 551.28%-539.4pp |
| Employer contribution / active EE | $24,097 | $4,570+427.3% | $3,950+510.0% | $4,663+416.8% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,944 | $12,095-75.7% | $10,419-71.7% | $13,402-78.0% |