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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 | $431,749 | $227,399+89.9% | $189,758+127.5% | $198,609+117.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 7.95% | 61.03%-53.1pp | 52.62%-44.7pp | 202.70%-194.7pp |
| Employer contribution / active EE | $2,671 | $5,526-51.7% | $4,767-44.0% | $5,055-47.2% |
| Participant deferral / active EE | $7,347 | $6,837+7.5% | $5,856+25.5% | $6,977+5.3% |
| Admin fee / account holder | $9,666 | $25,162-61.6% | $20,388-52.6% | $19,030-49.2% |