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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 | $300,207 | $211,288+42.1% | $178,540+68.1% | $145,884+105.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.00% | 30.27%-30.3pp | 27.15%-27.1pp | 551.85%-551.8pp |
| Employer contribution / active EE | $2,454 | $4,574-46.4% | $3,953-37.9% | $4,662-47.4% |
| Participant deferral / active EE | $10,523 | $6,967+51.1% | $6,281+67.5% | $6,690+57.3% |
| Admin fee / account holder | $303 | $12,105-97.5% | $10,424-97.1% | $13,392-97.7% |