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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 | $255,308 | $72,071+254.2% | $68,368+273.4% | $137,256+86.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.30% | 353.14%-333.8pp | 292.57%-273.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,021 | $2,788-63.4% | $2,649-61.5% | $4,156-75.4% |
| Participant deferral / active EE | $8,913 | $4,410+102.1% | $4,123+116.2% | $6,407+39.1% |
| Admin fee / account holder | $351 | $5,336-93.4% | $5,150-93.2% | $12,270-97.1% |