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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 | $367,484 | $157,276+133.7% | $141,177+160.3% | $152,885+140.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.18% | 64.33%-46.2pp | 71.40%-53.2pp | 345.39%-327.2pp |
| Employer contribution / active EE | $4,200 | $5,262-20.2% | $4,736-11.3% | $4,763-11.8% |
| Participant deferral / active EE | $10,480 | $7,110+47.4% | $6,710+56.2% | $5,851+79.1% |
| Admin fee / account holder | $6,516 | $12,123-46.3% | $10,263-36.5% | $11,598-43.8% |