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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 | $423,126 | $77,416+446.6% | $69,464+509.1% | $152,897+176.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 18.64% | 39.08%-20.4pp | 28.98%-10.3pp | 345.43%-326.8pp |
| Employer contribution / active EE | $5,011 | $3,315+51.2% | $2,779+80.3% | $4,764+5.2% |
| Participant deferral / active EE | $13,000 | $4,413+194.6% | $3,536+267.6% | $5,851+122.2% |
| Admin fee / account holder | $633 | $6,208-89.8% | $3,840-83.5% | $11,599-94.5% |