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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 | $295,104 | $93,346+216.1% | $71,796+311.0% | $273,972+7.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.56% | 130.39%-126.8pp | 78.04%-74.5pp | 41.46%-37.9pp |
| Employer contribution / active EE | $16,667 | $2,733+509.8% | $1,924+766.1% | $4,869+242.3% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17,012 | $6,571+158.9% | $4,815+253.3% | $10,133+67.9% |