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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 | $357,380 | $157,304+127.2% | $141,197+153.1% | $152,909+133.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.05% | 64.34%-47.3pp | 71.41%-54.4pp | 345.46%-328.4pp |
| Employer contribution / active EE | $2,000 | $5,263-62.0% | $4,736-57.8% | $4,764-58.0% |
| Participant deferral / active EE | $9,963 | $7,111+40.1% | $6,710+48.5% | $5,851+70.3% |
| Admin fee / account holder | $5,166 | $12,126-57.4% | $10,265-49.7% | $11,601-55.5% |