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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 | $333,360 | $157,270+112.0% | $141,173+136.1% | $152,870+118.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.48% | 64.33%-44.8pp | 71.40%-51.9pp | 345.34%-325.9pp |
| Employer contribution / active EE | $1,313 | $5,261-75.1% | $4,735-72.3% | $4,763-72.4% |
| Participant deferral / active EE | $18,442 | $7,110+159.4% | $6,710+174.9% | $5,850+215.2% |
| Admin fee / account holder | $4,507 | $12,121-62.8% | $10,262-56.1% | $11,597-61.1% |