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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 | $434,965 | $115,814+275.6% | $101,275+329.5% | $158,982+173.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 32.82% | 56.16%-23.3pp | 46.48%-13.7pp | 302.99%-270.2pp |
| Employer contribution / active EE | $4,545 | $4,176+8.9% | $3,660+24.2% | $4,763-4.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,129 | $7,249+136.3% | $5,948+188.0% | $11,252+52.2% |