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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 | $257,220 | $85,171+202.0% | $172,753+48.9% | $72,976+252.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.66% | 27.32%-7.7pp | 803.00%-783.3pp | 81.02%-61.4pp |
| Employer contribution / active EE | $10,815 | $3,324+225.3% | $5,144+110.2% | $2,440+343.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,429 | $5,880-24.7% | $13,956-68.3% | $5,124-13.6% |