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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 | $353,188 | $232,540+51.9% | $185,117+90.8% | $147,586+139.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.02% | 43.03%-24.0pp | 40.50%-21.5pp | 578.59%-559.6pp |
| Employer contribution / active EE | $20,065 | $5,195+286.2% | $4,182+379.8% | $4,876+311.5% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,550 | $10,275+12.4% | $8,159+41.6% | $10,886+6.1% |