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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 | $304,750 | $154,209+97.6% | $130,062+134.3% | $139,487+118.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.67% | 32.52%-12.8pp | -137.37%+157.0pp | 373.84%-354.2pp |
| Employer contribution / active EE | $1,526 | $5,292-71.2% | $4,322-64.7% | $4,755-67.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $13,977 | $13,988-0.1% | $10,601+31.9% | $11,407+22.5% |