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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 | $257,305 | $107,368+139.6% | $92,915+176.9% | $152,909+68.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 69.20% | 145.64%-76.4pp | 109.45%-40.2pp | 345.46%-276.3pp |
| Employer contribution / active EE | $39,299 | $4,222+830.7% | $3,653+975.7% | $4,764+724.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,564 | $7,082-77.9% | $5,796-73.0% | $11,601-86.5% |