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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 | $385,660 | $114,013+238.3% | $103,693+271.9% | $155,188+148.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.10% | 49.31%-35.2pp | 47.61%-33.5pp | 148.84%-134.7pp |
| Employer contribution / active EE | $4,146 | $3,131+32.4% | $2,920+42.0% | $4,248-2.4% |
| Participant deferral / active EE | $11,072 | $4,970+122.8% | $4,579+141.8% | $6,531+69.5% |
| Admin fee / account holder | $1,793 | $8,407-78.7% | $7,858-77.2% | $14,480-87.6% |