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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 | $304,172 | $103,387+194.2% | $87,102+249.2% | $152,885+99.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 11.90% | 28.10%-16.2pp | 28.19%-16.3pp | 345.39%-333.5pp |
| Employer contribution / active EE | $14,829 | $3,221+360.4% | $2,521+488.2% | $4,763+211.3% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,465 | $12,193-55.2% | $7,491-27.0% | $11,598-52.9% |