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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 | $295,376 | $117,895+150.5% | $102,460+188.3% | $145,897+102.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 25.92% | 31.92%-6.0pp | 29.47%-3.6pp | 552.29%-526.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,500 | $5,736+117.9% | $5,056+147.2% | $6,689+86.9% |
| Admin fee / account holder | $19,112 | $13,353+43.1% | $9,460+102.0% | $13,390+42.7% |