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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 | $260,176 | $129,959+100.2% | $104,301+149.4% | $134,532+93.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.86% | 42.04%-53.9pp | 24.61%-36.5pp | 418.27%-430.1pp |
| Employer contribution / active EE | $4,358 | $4,185+4.1% | $3,373+29.2% | $4,741-8.1% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,968 | $9,325-36.0% | $7,340-18.7% | $11,429-47.8% |