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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 | $157,304+111.9% | $141,197+136.1% | $152,909+118.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.48% | 64.34%-44.9pp | 71.41%-51.9pp | 345.46%-326.0pp |
| Employer contribution / active EE | $1,313 | $5,263-75.1% | $4,736-72.3% | $4,764-72.4% |
| Participant deferral / active EE | $18,442 | $7,111+159.3% | $6,710+174.8% | $5,851+215.2% |
| Admin fee / account holder | $4,507 | $12,126-62.8% | $10,265-56.1% | $11,601-61.1% |