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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 | $259,811 | $106,923+143.0% | $84,023+209.2% | $152,909+69.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 8.88% | 105.02%-96.1pp | 71.32%-62.4pp | 345.46%-336.6pp |
| Employer contribution / active EE | $5,000 | $2,735+82.8% | $1,984+152.0% | $4,764+5.0% |
| Participant deferral / active EE | $6,859 | $4,013+70.9% | $3,239+111.7% | $5,851+17.2% |
| Admin fee / account holder | $4,910 | $8,289-40.8% | $6,102-19.5% | $11,601-57.7% |