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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 | $363,737 | $134,001+171.4% | $112,258+224.0% | $134,509+170.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.59% | 47.15%-55.7pp | 27.47%-36.1pp | 418.13%-426.7pp |
| Employer contribution / active EE | $19,164 | $4,039+374.4% | $3,636+427.1% | $4,741+304.3% |
| Participant deferral / active EE | $20,728 | $5,291+291.7% | $4,728+338.4% | $6,400+223.9% |
| Admin fee / account holder | $3,038 | $7,491-59.4% | $6,411-52.6% | $11,427-73.4% |