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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 | $311,542 | $90,486+244.3% | $78,676+296.0% | $273,972+13.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.07% | 75.62%-64.5pp | 62.19%-51.1pp | 41.46%-30.4pp |
| Employer contribution / active EE | $12,500 | $3,175+293.7% | $2,850+338.6% | $4,869+156.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,795 | $5,263+105.1% | $4,510+139.4% | $10,133+6.5% |