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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 | $408,037 | $107,015+281.3% | $73,545+454.8% | $147,585+176.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 6.70% | 38.25%-31.5pp | -15.16%+21.9pp | 578.58%-571.9pp |
| Employer contribution / active EE | $11,163 | $1,760+534.2% | $1,219+815.7% | $4,876+128.9% |
| Participant deferral / active EE | $0 | $2,462-100.0% | $1,806-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17,708 | $3,055+479.6% | $2,320+663.4% | $10,886+62.7% |