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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 | $283,405 | $125,237+126.3% | $105,608+168.4% | $145,877+94.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.34% | 225.76%-214.4pp | 116.50%-105.2pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,061 | $3,720-71.5% | $3,167-66.5% | $4,663-77.2% |
| Participant deferral / active EE | $6,495 | $5,711+13.7% | $5,010+29.7% | $6,691-2.9% |
| Admin fee / account holder | $984 | $17,287-94.3% | $11,028-91.1% | $13,402-92.7% |