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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 | $93,098+185.6% | $77,081+244.9% | $134,509+97.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 37.58% | 62.63%-25.1pp | 42.33%-4.7pp | 418.13%-380.6pp |
| Employer contribution / active EE | $1,939 | $3,419-43.3% | $2,813-31.1% | $4,741-59.1% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $4,428-100.0% | $6,400-100.0% |
| Admin fee / account holder | $505 | $6,945-92.7% | $5,427-90.7% | $11,427-95.6% |