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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 | $390,227 | $114,013+242.3% | $103,693+276.3% | $155,188+151.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 13.14% | 49.31%-36.2pp | 47.61%-34.5pp | 148.84%-135.7pp |
| Employer contribution / active EE | $1,000 | $3,131-68.1% | $2,920-65.8% | $4,248-76.5% |
| Participant deferral / active EE | $12,315 | $4,970+147.8% | $4,579+168.9% | $6,531+88.6% |
| Admin fee / account holder | $2,696 | $8,407-67.9% | $7,858-65.7% | $14,480-81.4% |