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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 | $343,529 | $152,460+125.3% | $118,746+189.3% | $147,585+132.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 12.14% | 17.41%-5.3pp | 24.54%-12.4pp | 578.58%-566.4pp |
| Employer contribution / active EE | $19,861 | $5,046+293.6% | $4,193+373.7% | $4,876+307.3% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $22,752 | $16,953+34.2% | $10,720+112.2% | $10,886+109.0% |