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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 | $430,080 | $174,379+146.6% | $152,093+182.8% | $138,895+209.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.05% | 74.86%-61.8pp | 66.36%-53.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $2,484 | $4,652-46.6% | $4,175-40.5% | $4,194-40.8% |
| Participant deferral / active EE | $13,256 | $6,159+115.2% | $5,451+143.2% | $6,396+107.2% |
| Admin fee / account holder | $92,074 | $16,880+445.5% | $14,497+535.1% | $12,562+632.9% |