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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 | $298,739 | $97,729+205.7% | $83,830+256.4% | $135,379+120.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 2.84% | 1287.52%-1284.7pp | 850.97%-848.1pp | 519.79%-516.9pp |
| Employer contribution / active EE | $12,500 | $4,222+196.1% | $3,631+244.3% | $4,779+161.6% |
| Participant deferral / active EE | $3,037 | $4,683-35.1% | $4,082-25.6% | $5,609-45.9% |
| Admin fee / account holder | $601,445 | $6,674+8911.3% | $5,479+10878.1% | $10,828+5454.6% |