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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 | $392,918 | $133,998+193.2% | $112,263+250.0% | $134,545+192.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.35% | 47.17%-62.5pp | 27.49%-42.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $5,460 | $4,040+35.1% | $3,636+50.2% | $4,742+15.1% |
| Participant deferral / active EE | $10,919 | $5,292+106.3% | $4,729+130.9% | $6,401+70.6% |
| Admin fee / account holder | $14,106 | $7,493+88.3% | $6,410+120.0% | $11,431+23.4% |