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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 | $402,313 | $157,296+155.8% | $141,191+184.9% | $152,897+163.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.89% | 64.34%-40.5pp | 71.41%-47.5pp | 345.43%-321.5pp |
| Employer contribution / active EE | $5,775 | $5,262+9.7% | $4,736+21.9% | $4,764+21.2% |
| Participant deferral / active EE | $13,584 | $7,111+91.0% | $6,710+102.4% | $5,851+132.2% |
| Admin fee / account holder | $4,304 | $12,125-64.5% | $10,264-58.1% | $11,599-62.9% |