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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 | $258,221 | $124,330+107.7% | $109,173+136.5% | $167,536+54.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.42% | 26.04%-10.6pp | 25.75%-10.3pp | 478.82%-463.4pp |
| Employer contribution / active EE | $10,333 | $4,209+145.5% | $3,723+177.6% | $4,839+113.5% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,267 | $7,974-71.6% | $6,755-66.4% | $12,315-81.6% |