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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 | $307,132 | $93,346+229.0% | $71,796+327.8% | $273,972+12.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.85% | 130.39%-123.5pp | 78.04%-71.2pp | 41.46%-34.6pp |
| Employer contribution / active EE | $16,068 | $2,733+487.9% | $1,924+734.9% | $4,869+230.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,363 | $6,571-18.4% | $4,815+11.4% | $10,133-47.1% |