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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 | $495,622 | $157,296+215.1% | $141,191+251.0% | $152,897+224.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 31.31% | 64.34%-33.0pp | 71.41%-40.1pp | 345.43%-314.1pp |
| Employer contribution / active EE | $2,516 | $5,262-52.2% | $4,736-46.9% | $4,764-47.2% |
| Participant deferral / active EE | $11,290 | $7,111+58.8% | $6,710+68.3% | $5,851+93.0% |
| Admin fee / account holder | $1,204 | $12,125-90.1% | $10,264-88.3% | $11,599-89.6% |