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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 | $414,483 | $157,276+163.5% | $141,177+193.6% | $152,885+171.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.93% | 64.33%-49.4pp | 71.40%-56.5pp | 345.39%-330.5pp |
| Employer contribution / active EE | $13,624 | $5,262+158.9% | $4,736+187.7% | $4,763+186.0% |
| Participant deferral / active EE | $11,200 | $7,110+57.5% | $6,710+66.9% | $5,851+91.4% |
| Admin fee / account holder | $8,158 | $12,123-32.7% | $10,263-20.5% | $11,598-29.7% |