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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 | $370,033 | $110,379+235.2% | $102,412+261.3% | $145,884+153.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.46% | 24.84%-12.4pp | 24.94%-12.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $27,677 | $4,216+556.4% | $3,870+615.2% | $4,662+493.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,046 | $9,745-27.7% | $8,388-16.0% | $13,392-47.4% |