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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 | $390,255 | $83,337+368.3% | $67,834+475.3% | $273,972+42.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 3.01% | 259.45%-256.4pp | 138.47%-135.5pp | 41.46%-38.4pp |
| Employer contribution / active EE | $2,349 | $3,287-28.5% | $2,403-2.3% | $4,869-51.7% |
| Participant deferral / active EE | $3,763 | $4,088-8.0% | $3,160+19.1% | $5,287-28.8% |
| Admin fee / account holder | $26,016 | $6,752+285.3% | $4,622+462.8% | $10,133+156.8% |