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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 | $259,803 | $123,859+109.8% | $69,632+273.1% | $145,897+78.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 13.15% | 192.49%-179.3pp | 101.32%-88.2pp | 552.29%-539.1pp |
| Employer contribution / active EE | $3,812 | $2,673+42.6% | $1,708+123.1% | $4,663-18.3% |
| Participant deferral / active EE | $3,812 | $4,242-10.1% | $2,889+31.9% | $6,689-43.0% |
| Admin fee / account holder | $1,238 | $7,817-84.2% | $4,695-73.6% | $13,390-90.8% |