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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 | $265,867 | $93,124+185.5% | $77,100+244.8% | $134,545+97.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 37.58% | 62.68%-25.1pp | 42.35%-4.8pp | 418.37%-380.8pp |
| Employer contribution / active EE | $1,939 | $3,421-43.3% | $2,815-31.1% | $4,742-59.1% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $505 | $6,970-92.8% | $5,443-90.7% | $11,431-95.6% |