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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 | $367,050 | $101,618+261.2% | $93,063+294.4% | $137,256+167.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 10.46% | 223.95%-213.5pp | 34.15%-23.7pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,500 | $2,707-7.7% | $2,476+1.0% | $4,156-39.8% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $11,571 | $6,198+86.7% | $6,033+91.8% | $12,270-5.7% |