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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 | $252,843 | $154,209+64.0% | $130,062+94.4% | $139,487+81.3% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.5%+15.6pp | 80.3%+13.8pp |
| Annual return | 10.49% | 32.52%-22.0pp | -137.37%+147.9pp | 373.84%-363.3pp |
| Employer contribution / active EE | $4,938 | $5,292-6.7% | $4,322+14.3% | $4,755+3.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $23,047 | $13,988+64.8% | $10,601+117.4% | $11,407+102.0% |