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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 | $319,594 | $123,155+159.5% | $108,753+193.9% | $155,188+105.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 11.53% | 44.73%-33.2pp | 37.47%-25.9pp | 148.84%-137.3pp |
| Employer contribution / active EE | $10,674 | $2,811+279.7% | $2,427+339.9% | $4,248+151.3% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,590 | $12,126-78.6% | $10,320-74.9% | $14,480-82.1% |