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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 | $375,830 | $99,053+279.4% | $88,179+326.2% | $138,895+170.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 16.52% | 78.17%-61.6pp | 64.97%-48.5pp | 145.39%-128.9pp |
| Employer contribution / active EE | $14,000 | $2,882+385.8% | $2,549+449.2% | $4,194+233.8% |
| Participant deferral / active EE | $11,300 | $5,225+116.2% | $4,614+144.9% | $6,396+76.7% |
| Admin fee / account holder | $2,957 | $8,748-66.2% | $7,673-61.5% | $12,562-76.5% |