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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 | $431,120 | $109,372+294.2% | $89,414+382.2% | $158,966+171.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.77% | 345.55%-334.8pp | 245.50%-234.7pp | 302.95%-292.2pp |
| Employer contribution / active EE | $4,701 | $3,171+48.2% | $2,586+81.7% | $4,762-1.3% |
| Participant deferral / active EE | $8,667 | $4,598+88.5% | $3,890+122.8% | $5,983+44.9% |
| Admin fee / account holder | $2,533 | $6,156-58.9% | $4,883-48.1% | $11,250-77.5% |