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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 | $265,490 | $95,415+178.2% | $185,851+42.9% | $85,851+209.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.41% | 23.59%-6.2pp | 122.11%-104.7pp | 318.63%-301.2pp |
| Employer contribution / active EE | $11,672 | $3,314+252.2% | $5,168+125.8% | $2,565+355.0% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $70,908 | $7,215+882.8% | $16,245+336.5% | $6,261+1032.6% |