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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 | $256,067 | $114,013+124.6% | $103,693+146.9% | $155,188+65.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 19.52% | 49.31%-29.8pp | 47.61%-28.1pp | 148.84%-129.3pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $17,811 | $4,970+258.4% | $4,579+289.0% | $6,531+172.7% |
| Admin fee / account holder | $2,404 | $8,407-71.4% | $7,858-69.4% | $14,480-83.4% |