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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 | $292,322 | $77,908+275.2% | $149,696+95.3% | $75,173+288.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.53% | 31.73%-18.2pp | 134.46%-120.9pp | 160.72%-147.2pp |
| Employer contribution / active EE | $27,010 | $3,138+760.8% | $4,821+460.3% | $2,671+911.3% |
| Participant deferral / active EE | $1,236 | $3,411-63.8% | $5,682-78.2% | $4,126-70.0% |
| Admin fee / account holder | $67,071 | $5,950+1027.3% | $13,212+407.7% | $5,651+1087.0% |