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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 | $462,139 | $127,790+261.6% | $106,555+333.7% | $167,536+175.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 22.05% | 33.88%-11.8pp | 26.80%-4.8pp | 478.82%-456.8pp |
| Employer contribution / active EE | $9,585 | $3,428+179.6% | $2,819+240.0% | $4,839+98.1% |
| Participant deferral / active EE | $6,225 | $5,088+22.3% | $4,399+41.5% | $6,342-1.9% |
| Admin fee / account holder | $2,653 | $11,229-76.4% | $7,408-64.2% | $12,315-78.5% |