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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 | $474,580 | $93,346+408.4% | $71,796+561.0% | $273,972+73.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.52% | 130.39%-125.9pp | 78.04%-73.5pp | 41.46%-36.9pp |
| Employer contribution / active EE | $19,867 | $2,733+626.9% | $1,924+932.4% | $4,869+308.1% |
| Participant deferral / active EE | $13,625 | $3,475+292.1% | $2,794+387.6% | $5,287+157.7% |
| Admin fee / account holder | $8,195 | $6,571+24.7% | $4,815+70.2% | $10,133-19.1% |