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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 | $81,331+405.8% | $155,534+164.5% | $80,935+408.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 25.34% | 33.37%-8.0pp | 64.92%-39.6pp | 35.66%-10.3pp |
| Employer contribution / active EE | $17,124 | $3,105+451.6% | $4,675+266.3% | $2,757+521.2% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,150 | $7,999-23.1% | $15,900-61.3% | $6,924-11.2% |