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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 | $260,560 | $117,777+121.2% | $71,778+263.0% | $134,545+93.7% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | 32.90% | 25.46%+7.4pp | 9.15%+23.7pp | 418.37%-385.5pp |
| Employer contribution / active EE | $9,678 | $2,525+283.2% | $1,704+467.9% | $4,742+104.1% |
| Participant deferral / active EE | $0 | $3,756-100.0% | $2,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,970 | $6,379+24.9% | $3,974+100.6% | $11,431-30.3% |