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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 | $270,217 | $99,079+172.7% | $78,002+246.4% | $273,972-1.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.20% | 217.93%-212.7pp | 425.99%-420.8pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,957 | $3,308-40.8% | $2,470-20.8% | $4,869-59.8% |
| Participant deferral / active EE | $8,369 | $4,306+94.4% | $3,497+139.3% | $5,287+58.3% |
| Admin fee / account holder | $5,714 | $8,954-36.2% | $5,481+4.3% | $10,133-43.6% |