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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 | $288,508 | $232,540+24.1% | $185,117+55.9% | $147,586+95.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.94% | 43.03%-26.1pp | 40.50%-23.6pp | 578.59%-561.7pp |
| Employer contribution / active EE | $10,935 | $5,195+110.5% | $4,182+161.5% | $4,876+124.2% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,677 | $10,275-44.8% | $8,159-30.4% | $10,886-47.8% |