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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 | $293,667 | $82,678+255.2% | $125,391+134.2% | $68,490+328.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 48.70% | -5.97%+54.7pp | 572.41%-523.7pp | -7.85%+56.6pp |
| Employer contribution / active EE | $14,769 | $3,382+336.7% | $4,816+206.7% | $2,597+468.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,254 | $6,277-0.4% | $10,009-37.5% | $5,403+15.8% |