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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 | $280,591 | $103,038+172.3% | $90,324+210.6% | $152,909+83.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.35% | 95.25%-79.9pp | 78.15%-62.8pp | 345.46%-330.1pp |
| Employer contribution / active EE | $2,064 | $3,141-34.3% | $2,856-27.7% | $4,764-56.7% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,976 | $6,177+45.3% | $5,356+67.6% | $11,601-22.6% |