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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 | $333,022 | $90,486+268.0% | $78,676+323.3% | $273,972+21.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.27% | 75.62%-66.4pp | 62.19%-52.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $33,453 | $3,175+953.6% | $2,850+1073.8% | $4,869+587.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $36,000 | $5,263+584.0% | $4,510+698.2% | $10,133+255.3% |