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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 | $316,789 | $114,013+177.9% | $103,693+205.5% | $155,188+104.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 11.17% | 49.31%-38.1pp | 47.61%-36.4pp | 148.84%-137.7pp |
| Employer contribution / active EE | $9,830 | $3,131+213.9% | $2,920+236.6% | $4,248+131.4% |
| Participant deferral / active EE | $16,374 | $4,970+229.5% | $4,579+257.6% | $6,531+150.7% |
| Admin fee / account holder | $6,078 | $8,407-27.7% | $7,858-22.7% | $14,480-58.0% |