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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 | $372,259 | $104,664+255.7% | $85,693+334.4% | $167,518+122.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.60% | 21.45%-6.9pp | 21.49%-6.9pp | 478.71%-464.1pp |
| Employer contribution / active EE | $5,103 | $3,337+52.9% | $2,618+94.9% | $4,838+5.5% |
| Participant deferral / active EE | $5,887 | $4,824+22.0% | $3,923+50.1% | $6,342-7.2% |
| Admin fee / account holder | $16,950 | $10,032+69.0% | $6,874+146.6% | $12,312+37.7% |