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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 | $299,162 | $93,346+220.5% | $71,796+316.7% | $273,972+9.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 2.19% | 130.39%-128.2pp | 78.04%-75.8pp | 41.46%-39.3pp |
| Employer contribution / active EE | $12,362 | $2,733+352.3% | $1,924+542.4% | $4,869+153.9% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,540 | $6,571-76.6% | $4,815-68.0% | $10,133-84.8% |