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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 | $442,207 | $132,099+234.8% | $115,599+282.5% | $138,895+218.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 14.35% | 176.76%-162.4pp | 111.10%-96.7pp | 145.39%-131.0pp |
| Employer contribution / active EE | $2,900 | $3,416-15.1% | $2,955-1.9% | $4,194-30.9% |
| Participant deferral / active EE | $10,769 | $5,617+91.7% | $4,889+120.2% | $6,396+68.4% |
| Admin fee / account holder | $7,192 | $15,650-54.0% | $12,841-44.0% | $12,562-42.7% |