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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 | $463,579 | $162,821+184.7% | $133,978+246.0% | $158,982+191.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 39.13% | 41.95%-2.8pp | 45.10%-6.0pp | 302.99%-263.9pp |
| Employer contribution / active EE | $1,005 | $4,976-79.8% | $3,919-74.3% | $4,763-78.9% |
| Participant deferral / active EE | $6,667 | $5,910+12.8% | $5,047+32.1% | $5,983+11.4% |
| Admin fee / account holder | $35,020 | $11,742+198.2% | $8,930+292.2% | $11,252+211.2% |