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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 | $303,305 | $69,248+338.0% | $64,101+373.2% | $139,466+117.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.78% | 45.95%-23.2pp | 33.72%-10.9pp | 373.66%-350.9pp |
| Employer contribution / active EE | $15,000 | $3,185+371.0% | $2,749+445.7% | $4,754+215.5% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,780 | $4,247-34.6% | $3,070-9.5% | $11,409-75.6% |