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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 | $474,300 | $157,829+200.5% | $136,867+246.5% | $198,609+138.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 45.76% | 51.25%-5.5pp | 42.97%+2.8pp | 202.70%-156.9pp |
| Employer contribution / active EE | $3,883 | $3,923-1.0% | $3,547+9.5% | $5,055-23.2% |
| Participant deferral / active EE | $34,632 | $5,463+533.9% | $4,924+603.4% | $6,977+396.4% |
| Admin fee / account holder | $67,098 | $11,107+504.1% | $10,340+548.9% | $19,030+252.6% |