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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 | $256,278 | $91,037+181.5% | $71,671+257.6% | $147,586+73.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.64% | 20.48%-3.8pp | 20.65%-4.0pp | 578.59%-562.0pp |
| Employer contribution / active EE | $4,150 | $3,327+24.7% | $2,460+68.7% | $4,876-14.9% |
| Participant deferral / active EE | $4,586 | $4,498+2.0% | $3,438+33.4% | $5,439-15.7% |
| Admin fee / account holder | $368 | $8,613-95.7% | $5,558-93.4% | $10,886-96.6% |