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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 | $283,123 | $100,203+182.5% | $85,240+232.1% | $145,897+94.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.60% | 84.28%-65.7pp | 66.75%-48.2pp | 552.29%-533.7pp |
| Employer contribution / active EE | $4,432 | $3,242+36.7% | $2,735+62.0% | $4,663-4.9% |
| Participant deferral / active EE | $17,721 | $5,299+234.5% | $4,527+291.4% | $6,689+164.9% |
| Admin fee / account holder | $460 | $7,265-93.7% | $6,165-92.5% | $13,390-96.6% |