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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 | $252,973 | $107,015+136.4% | $73,545+244.0% | $147,585+71.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 14.89% | 38.25%-23.4pp | -15.16%+30.1pp | 578.58%-563.7pp |
| Employer contribution / active EE | $9,354 | $1,760+431.4% | $1,219+667.3% | $4,876+91.8% |
| Participant deferral / active EE | $6,857 | $2,462+178.6% | $1,806+279.7% | $5,439+26.1% |
| Admin fee / account holder | $14,954 | $3,055+389.5% | $2,320+544.7% | $10,886+37.4% |