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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 | $347,642 | $116,190+199.2% | $93,614+271.4% | $152,885+127.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 24.98% | 35.96%-11.0pp | 32.76%-7.8pp | 345.39%-320.4pp |
| Employer contribution / active EE | $7,237 | $3,219+124.8% | $2,718+166.2% | $4,763+51.9% |
| Participant deferral / active EE | $7,143 | $4,604+55.1% | $4,069+75.5% | $5,851+22.1% |
| Admin fee / account holder | $2,851 | $10,749-73.5% | $7,889-63.9% | $11,598-75.4% |