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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 | $407,766 | $112,892+261.2% | $90,956+348.3% | $158,931+156.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.06% | 215.80%-201.7pp | 134.60%-120.5pp | 302.86%-288.8pp |
| Employer contribution / active EE | $4,039 | $2,893+39.6% | $2,122+90.3% | $4,761-15.2% |
| Participant deferral / active EE | $13,000 | $4,127+215.0% | $3,373+285.5% | $5,982+117.3% |
| Admin fee / account holder | $3,237 | $8,042-59.7% | $5,959-45.7% | $11,247-71.2% |