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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 | $291,948 | $99,652+193.0% | $78,778+270.6% | $147,586+97.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.78% | 47.28%-33.5pp | 35.62%-21.8pp | 578.59%-564.8pp |
| Employer contribution / active EE | $9,848 | $2,796+252.3% | $1,986+395.9% | $4,876+101.9% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,429 | $7,155-52.1% | $5,134-33.2% | $10,886-68.5% |