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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 | $420,982 | $102,385+311.2% | $147,080+186.2% | $80,935+420.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.08% | 135.09%-120.0pp | 420.17%-405.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $23,084 | $3,717+521.1% | $4,933+367.9% | $2,757+737.4% |
| Participant deferral / active EE | $20,911 | $6,651+214.4% | $8,066+159.2% | $4,299+386.4% |
| Admin fee / account holder | $18,409 | $7,951+131.5% | $12,989+41.7% | $6,924+165.9% |