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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 | $397,073 | $111,535+256.0% | $105,223+277.4% | $137,256+189.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.73% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,852 | $3,939-53.0% | $3,689-49.8% | $4,156-55.4% |
| Participant deferral / active EE | $11,750 | $5,500+113.6% | $5,072+131.7% | $6,407+83.4% |
| Admin fee / account holder | $8,871 | $9,721-8.7% | $8,859+0.1% | $12,270-27.7% |