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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 | $380,827 | $157,296+142.1% | $141,191+169.7% | $152,897+149.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.03% | 64.34%-41.3pp | 71.41%-48.4pp | 345.43%-322.4pp |
| Employer contribution / active EE | $4,560 | $5,262-13.3% | $4,736-3.7% | $4,764-4.3% |
| Participant deferral / active EE | $10,340 | $7,111+45.4% | $6,710+54.1% | $5,851+76.7% |
| Admin fee / account holder | $5,042 | $12,125-58.4% | $10,264-50.9% | $11,599-56.5% |