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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 | $411,779 | $157,296+161.8% | $141,191+191.6% | $152,897+169.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.11% | 64.34%-34.2pp | 71.41%-41.3pp | 345.43%-315.3pp |
| Employer contribution / active EE | $7,902 | $5,262+50.2% | $4,736+66.8% | $4,764+65.9% |
| Participant deferral / active EE | $13,632 | $7,111+91.7% | $6,710+103.2% | $5,851+133.0% |
| Admin fee / account holder | $8,112 | $12,125-33.1% | $10,264-21.0% | $11,599-30.1% |