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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 | $371,774 | $114,013+226.1% | $103,693+258.5% | $155,188+139.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.01% | 49.31%-35.3pp | 47.61%-33.6pp | 148.84%-134.8pp |
| Employer contribution / active EE | $2,750 | $3,131-12.2% | $2,920-5.8% | $4,248-35.3% |
| Participant deferral / active EE | $13,779 | $4,970+177.2% | $4,579+200.9% | $6,531+111.0% |
| Admin fee / account holder | $15,150 | $8,407+80.2% | $7,858+92.8% | $14,480+4.6% |