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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 | $259,068 | $100,147+158.7% | $81,286+218.7% | $145,877+77.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.81% | 34.44%-23.6pp | 24.80%-14.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $16,000 | $2,977+437.4% | $2,463+549.7% | $4,663+243.1% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $24,075 | $8,201+193.6% | $5,764+317.7% | $13,402+79.6% |