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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 | $304,063 | $91,537+232.2% | $130,045+133.8% | $75,173+304.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 41.12% | -631.55%+672.7pp | -137.30%+178.4pp | 160.72%-119.6pp |
| Employer contribution / active EE | $2,674 | $2,845-6.0% | $4,321-38.1% | $2,671+0.1% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,331 | $6,780-80.4% | $10,600-87.4% | $5,651-76.4% |