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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 | $325,844 | $157,296+107.2% | $141,191+130.8% | $152,897+113.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.29% | 64.34%-46.1pp | 71.41%-53.1pp | 345.43%-327.1pp |
| Employer contribution / active EE | $1,914 | $5,262-63.6% | $4,736-59.6% | $4,764-59.8% |
| Participant deferral / active EE | $15,340 | $7,111+115.7% | $6,710+128.6% | $5,851+162.2% |
| Admin fee / account holder | $2,616 | $12,125-78.4% | $10,264-74.5% | $11,599-77.4% |