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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 | $385,185 | $112,933+241.1% | $90,970+323.4% | $158,982+142.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 30.72% | 215.82%-185.1pp | 134.60%-103.9pp | 302.99%-272.3pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,063 | $4,128+71.1% | $3,373+109.4% | $5,983+18.0% |
| Admin fee / account holder | $2,401 | $8,047-70.2% | $5,961-59.7% | $11,252-78.7% |