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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 | $257,020 | $114,013+125.4% | $103,693+147.9% | $155,188+65.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 13.65% | 49.31%-35.7pp | 47.61%-34.0pp | 148.84%-135.2pp |
| Employer contribution / active EE | $15,438 | $3,131+393.0% | $2,920+428.6% | $4,248+263.4% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $147,196 | $8,407+1650.9% | $7,858+1773.2% | $14,480+916.6% |