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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 | $418,937 | $105,856+295.8% | $90,161+364.7% | $147,586+183.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.82% | 37.63%-22.8pp | 34.89%-20.1pp | 578.59%-563.8pp |
| Employer contribution / active EE | $14,748 | $4,126+257.4% | $3,318+344.5% | $4,876+202.4% |
| Participant deferral / active EE | $20,548 | $5,733+258.4% | $5,287+288.6% | $5,439+277.8% |
| Admin fee / account holder | $3,369 | $8,046-58.1% | $5,943-43.3% | $10,886-69.1% |