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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 | $269,632 | $150,207+79.5% | $120,380+124.0% | $145,978+84.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.28% | 154.28%-139.0pp | 107.28%-92.0pp | 550.52%-535.2pp |
| Employer contribution / active EE | $8,750 | $4,351+101.1% | $3,465+152.5% | $4,662+87.7% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,386 | $12,203-72.3% | $9,421-64.1% | $13,400-74.7% |