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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 | $426,855 | $176,402+142.0% | $134,162+218.2% | $158,966+168.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.99% | 63.66%-49.7pp | 36.35%-22.4pp | 302.95%-289.0pp |
| Employer contribution / active EE | $2,464 | $5,042-51.1% | $3,705-33.5% | $4,762-48.3% |
| Participant deferral / active EE | $16,632 | $4,093+306.4% | $3,500+375.3% | $5,983+178.0% |
| Admin fee / account holder | $2,386 | $8,719-72.6% | $6,685-64.3% | $11,250-78.8% |