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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 | $463,544 | $167,352+177.0% | $143,788+222.4% | $134,509+244.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.51% | 0.47%-1.0pp | -0.03%-0.5pp | 418.13%-418.6pp |
| Employer contribution / active EE | $14,462 | $5,620+157.3% | $4,952+192.1% | $4,741+205.1% |
| Participant deferral / active EE | $12,900 | $6,447+100.1% | $5,638+128.8% | $6,400+101.6% |
| Admin fee / account holder | $15,872 | $18,091-12.3% | $14,675+8.2% | $11,427+38.9% |