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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 | $439,588 | $157,276+179.5% | $141,177+211.4% | $152,885+187.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 33.14% | 64.33%-31.2pp | 71.40%-38.3pp | 345.39%-312.2pp |
| Employer contribution / active EE | $1,952 | $5,262-62.9% | $4,736-58.8% | $4,763-59.0% |
| Participant deferral / active EE | $11,111 | $7,110+56.3% | $6,710+65.6% | $5,851+89.9% |
| Admin fee / account holder | $7,988 | $12,123-34.1% | $10,263-22.2% | $11,598-31.1% |