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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 | $329,673 | $108,882+202.8% | $96,754+240.7% | $154,746+113.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 19.19% | 98.39%-79.2pp | 82.04%-62.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $30,000 | $3,018+894.0% | $2,679+1019.7% | $4,379+585.1% |
| Participant deferral / active EE | $31,000 | $5,323+482.4% | $4,758+551.5% | $6,730+360.6% |
| Admin fee / account holder | $1,216 | $10,200-88.1% | $8,905-86.3% | $14,365-91.5% |