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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 | $368,078 | $154,159+138.8% | $130,026+183.1% | $139,456+163.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.09% | 32.50%-16.4pp | -137.26%+153.4pp | 373.45%-357.4pp |
| Employer contribution / active EE | $13,333 | $5,292+152.0% | $4,321+208.6% | $4,753+180.5% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,551 | $14,001-74.6% | $10,608-66.5% | $11,407-68.9% |