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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 | $281,348 | $162,785+72.8% | $133,959+110.0% | $158,950+77.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.31% | 41.94%-26.6pp | 45.09%-29.8pp | 302.91%-287.6pp |
| Employer contribution / active EE | $11,111 | $4,975+123.3% | $3,919+183.5% | $4,762+133.3% |
| Participant deferral / active EE | $6,858 | $5,910+16.0% | $5,047+35.9% | $5,983+14.6% |
| Admin fee / account holder | $2,407 | $11,738-79.5% | $8,928-73.0% | $11,248-78.6% |