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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 | $310,842 | $157,304+97.6% | $141,197+120.1% | $152,909+103.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.86% | 64.34%-44.5pp | 71.41%-51.5pp | 345.46%-325.6pp |
| Employer contribution / active EE | $21,554 | $5,263+309.6% | $4,736+355.1% | $4,764+352.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $765 | $12,126-93.7% | $10,265-92.5% | $11,601-93.4% |