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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 | $372,183 | $162,812+128.6% | $133,971+177.8% | $158,966+134.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.85% | 41.94%-31.1pp | 45.09%-34.2pp | 302.95%-292.1pp |
| Employer contribution / active EE | $8,239 | $4,976+65.6% | $3,919+110.3% | $4,762+73.0% |
| Participant deferral / active EE | $8,821 | $5,910+49.2% | $5,047+74.8% | $5,983+47.4% |
| Admin fee / account holder | $3,279 | $11,741-72.1% | $8,929-63.3% | $11,250-70.9% |