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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 | $347,406 | $156,616+121.8% | $133,346+160.5% | $198,609+74.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 23.68% | 44.25%-20.6pp | 36.85%-13.2pp | 202.70%-179.0pp |
| Employer contribution / active EE | $28,330 | $3,368+741.2% | $2,853+892.8% | $5,055+460.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $726 | $17,468-95.8% | $14,264-94.9% | $19,030-96.2% |