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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 | $277,353 | $157,829+75.7% | $136,867+102.6% | $198,609+39.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 15.99% | 51.25%-35.3pp | 42.97%-27.0pp | 202.70%-186.7pp |
| Employer contribution / active EE | $7,239 | $3,923+84.5% | $3,547+104.1% | $5,055+43.2% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,215 | $11,107-89.1% | $10,340-88.2% | $19,030-93.6% |