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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 | $369,074 | $127,296+189.9% | $109,907+235.8% | $167,536+120.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.44% | 22.97%-8.5pp | 29.46%-15.0pp | 478.82%-464.4pp |
| Employer contribution / active EE | $20,636 | $3,325+520.7% | $2,844+625.6% | $4,839+326.5% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,729 | $7,119-61.7% | $6,069-55.0% | $12,315-77.8% |