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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 | $264,644 | $98,240+169.4% | $82,312+221.5% | $147,586+79.3% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 13.48% | 30.85%-17.4pp | 25.88%-12.4pp | 578.59%-565.1pp |
| Employer contribution / active EE | $16,651 | $3,192+421.7% | $2,428+585.7% | $4,876+241.5% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,239 | $8,563-73.8% | $5,608-60.1% | $10,886-79.4% |