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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 | $263,077 | $81,870+221.3% | $119,634+119.9% | $68,490+284.1% |
| Participation rate | 92.9% | 71.9%+21.0pp | 79.3%+13.6pp | 67.9%+25.0pp |
| Annual return | 583.12% | -23.82%+606.9pp | -14.98%+598.1pp | -7.85%+591.0pp |
| Employer contribution / active EE | $2,753 | $2,692+2.3% | $4,232-35.0% | $2,597+6.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,645 | $6,583-75.0% | $10,329-84.1% | $5,403-69.6% |