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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 | $314,707 | $113,338+177.7% | $94,993+231.3% | $147,586+113.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 17.58% | 20.80%-3.2pp | 27.14%-9.6pp | 578.59%-561.0pp |
| Employer contribution / active EE | $6,213 | $3,160+96.6% | $2,603+138.6% | $4,876+27.4% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,682 | $6,063-22.8% | $4,960-5.6% | $10,886-57.0% |