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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 | $257,284 | $101,950+152.4% | $125,529+105.0% | $86,983+195.8% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 11.61% | 18.29%-6.7pp | 202.56%-191.0pp | 25.83%-14.2pp |
| Employer contribution / active EE | $12,903 | $2,358+447.1% | $3,058+322.0% | $2,584+399.3% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,029 | $12,791-45.0% | $16,298-56.9% | $7,856-10.5% |