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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 | $355,880 | $142,430+149.9% | $115,170+209.0% | $152,885+132.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 20.42% | 41.48%-21.1pp | 35.60%-15.2pp | 345.39%-325.0pp |
| Employer contribution / active EE | $4,500 | $4,011+12.2% | $3,179+41.5% | $4,763-5.5% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,000 | $8,464-64.6% | $7,089-57.7% | $11,598-74.1% |