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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 | $256,374 | $115,796+121.4% | $101,264+153.2% | $158,950+61.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.21% | 56.15%-40.9pp | 46.48%-31.3pp | 302.91%-287.7pp |
| Employer contribution / active EE | $1,910 | $4,175-54.3% | $3,660-47.8% | $4,762-59.9% |
| Participant deferral / active EE | $19,250 | $4,958+288.3% | $4,370+340.5% | $5,983+221.8% |
| Admin fee / account holder | $492 | $7,247-93.2% | $5,947-91.7% | $11,248-95.6% |