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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 | $378,658 | $111,535+239.5% | $105,223+259.9% | $137,256+175.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 41.44% | 237.85%-196.4pp | 180.65%-139.2pp | 220.34%-178.9pp |
| Employer contribution / active EE | $1,519 | $3,939-61.4% | $3,689-58.8% | $4,156-63.5% |
| Participant deferral / active EE | $21,375 | $5,500+288.6% | $5,072+321.5% | $6,407+233.6% |
| Admin fee / account holder | $35,857 | $9,721+268.8% | $8,859+304.8% | $12,270+192.2% |