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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 | $254,762 | $83,337+205.7% | $67,834+275.6% | $273,972-7.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.81% | 259.45%-252.6pp | 138.47%-131.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $8,571 | $3,287+160.8% | $2,403+256.6% | $4,869+76.1% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,353 | $6,752-5.9% | $4,622+37.4% | $10,133-37.3% |