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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 | $330,302 | $78,690+319.8% | $161,489+104.5% | $87,485+277.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 13.30% | 32.74%-19.4pp | 89.72%-76.4pp | 26.06%-12.8pp |
| Employer contribution / active EE | $2,168 | $2,588-16.2% | $4,268-49.2% | $2,596-16.5% |
| Participant deferral / active EE | $7,393 | $3,311+123.3% | $5,630+31.3% | $4,274+73.0% |
| Admin fee / account holder | $19,741 | $6,724+193.6% | $16,006+23.3% | $7,775+153.9% |