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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 | $297,137 | $116,203+155.7% | $93,621+217.4% | $152,897+94.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 11.85% | 35.96%-24.1pp | 32.76%-20.9pp | 345.43%-333.6pp |
| Employer contribution / active EE | $25,313 | $3,219+686.3% | $2,719+831.1% | $4,764+431.4% |
| Participant deferral / active EE | $17,523 | $4,605+280.6% | $4,070+330.6% | $5,851+199.5% |
| Admin fee / account holder | $571 | $10,751-94.7% | $7,890-92.8% | $11,599-95.1% |