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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 | $272,008 | $114,013+138.6% | $103,693+162.3% | $155,188+75.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.02% | 49.31%-35.3pp | 47.61%-33.6pp | 148.84%-134.8pp |
| Employer contribution / active EE | $15,063 | $3,131+381.1% | $2,920+415.8% | $4,248+254.6% |
| Participant deferral / active EE | $18,976 | $4,970+281.8% | $4,579+314.4% | $6,531+190.5% |
| Admin fee / account holder | $4,644 | $8,407-44.8% | $7,858-40.9% | $14,480-67.9% |