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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 | $81,233+406.4% | $155,567+164.4% | $80,874+408.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 25.34% | 33.33%-8.0pp | 64.74%-39.4pp | 35.62%-10.3pp |
| Employer contribution / active EE | $17,124 | $3,101+452.3% | $4,674+266.4% | $2,756+521.4% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,150 | $7,998-23.1% | $15,916-61.4% | $6,935-11.3% |