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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 | $461,091 | $176,794+160.8% | $146,647+214.4% | $167,553+175.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.70% | 24.04%-5.3pp | 22.75%-4.0pp | 478.89%-460.2pp |
| Employer contribution / active EE | $10,380 | $5,161+101.1% | $4,137+150.9% | $4,840+114.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $9,859 | $13,262-25.7% | $10,281-4.1% | $12,316-20.0% |