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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 | $283,522 | $111,535+154.2% | $105,223+169.4% | $137,256+106.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.55% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $5,601 | $3,939+42.2% | $3,689+51.8% | $4,156+34.8% |
| Participant deferral / active EE | $11,334 | $5,500+106.1% | $5,072+123.5% | $6,407+76.9% |
| Admin fee / account holder | $1,307 | $9,721-86.6% | $8,859-85.2% | $12,270-89.3% |