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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 | $255,250 | $108,911+134.4% | $100,392+154.3% | $145,884+75.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 31.64% | 58.23%-26.6pp | 49.45%-17.8pp | 551.85%-520.2pp |
| Employer contribution / active EE | $1,978 | $4,420-55.3% | $3,941-49.8% | $4,662-57.6% |
| Participant deferral / active EE | $3,003 | $8,459-64.5% | $8,090-62.9% | $6,690-55.1% |
| Admin fee / account holder | $18,236 | $9,698+88.0% | $7,904+130.7% | $13,392+36.2% |