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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 | $102,938+256.6% | $94,105+290.0% | $138,895+164.3% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 10.46% | 250.28%-239.8pp | 204.55%-194.1pp | 145.39%-134.9pp |
| Employer contribution / active EE | $2,500 | $2,732-8.5% | $2,504-0.2% | $4,194-40.4% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $11,571 | $6,600+75.3% | $6,199+86.7% | $12,562-7.9% |