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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 | $411,386 | $81,276+406.2% | $155,574+164.4% | $80,925+408.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 25.34% | 33.36%-8.0pp | 64.87%-39.5pp | 35.65%-10.3pp |
| Employer contribution / active EE | $17,124 | $3,103+451.9% | $4,676+266.2% | $2,756+521.3% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,150 | $7,993-23.1% | $15,914-61.4% | $6,940-11.4% |