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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 | $293,925 | $102,638+186.4% | $81,991+258.5% | $158,966+84.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 33.15% | 61.05%-27.9pp | 41.31%-8.2pp | 302.95%-269.8pp |
| Employer contribution / active EE | $3,333 | $3,241+2.9% | $2,498+33.4% | $4,762-30.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14,262 | $8,237+73.1% | $5,665+151.8% | $11,250+26.8% |