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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 | $494,217 | $114,013+333.5% | $103,693+376.6% | $155,188+218.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.96% | 49.31%-33.4pp | 47.61%-31.7pp | 148.84%-132.9pp |
| Employer contribution / active EE | $5,100 | $3,131+62.9% | $2,920+74.6% | $4,248+20.1% |
| Participant deferral / active EE | $22,475 | $4,970+352.2% | $4,579+390.8% | $6,531+244.1% |
| Admin fee / account holder | $2,158 | $8,407-74.3% | $7,858-72.5% | $14,480-85.1% |