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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 | $423,776 | $172,111+146.2% | $150,298+182.0% | $137,256+208.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.13% | 69.37%-53.2pp | 62.79%-46.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $8,286 | $4,636+78.7% | $4,154+99.5% | $4,156+99.4% |
| Participant deferral / active EE | $3,358 | $6,166-45.5% | $5,453-38.4% | $6,407-47.6% |
| Admin fee / account holder | $4,475 | $16,471-72.8% | $14,116-68.3% | $12,270-63.5% |