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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 | $252,002 | $149,679+68.4% | $117,039+115.3% | $147,586+70.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 13.99% | 19.31%-5.3pp | 18.95%-5.0pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,615 | $4,937-67.3% | $3,785-57.3% | $4,876-66.9% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,250 | $7,856-58.6% | $5,974-45.6% | $10,886-70.1% |