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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 | $100,125+158.7% | $81,482+217.9% | $145,978+77.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.81% | 34.44%-23.6pp | 24.79%-14.0pp | 550.52%-539.7pp |
| Employer contribution / active EE | $16,000 | $2,977+437.4% | $2,463+549.6% | $4,662+243.2% |
| Participant deferral / active EE | $0 | $4,609-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $24,075 | $8,198+193.7% | $5,761+317.9% | $13,400+79.7% |