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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 | $406,392 | $114,013+256.4% | $103,693+291.9% | $155,188+161.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 16.25% | 49.31%-33.1pp | 47.61%-31.4pp | 148.84%-132.6pp |
| Employer contribution / active EE | $5,520 | $3,131+76.3% | $2,920+89.0% | $4,248+30.0% |
| Participant deferral / active EE | $5,520 | $4,970+11.1% | $4,579+20.5% | $6,531-15.5% |
| Admin fee / account holder | $3,324 | $8,407-60.5% | $7,858-57.7% | $14,480-77.0% |