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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 | $415,832 | $142,426+192.0% | $115,167+261.1% | $152,909+171.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 13.39% | 41.48%-28.1pp | 35.60%-22.2pp | 345.46%-332.1pp |
| Employer contribution / active EE | $23,038 | $4,011+474.4% | $3,179+624.7% | $4,764+383.6% |
| Participant deferral / active EE | $8,150 | $5,165+57.8% | $4,169+95.5% | $5,851+39.3% |
| Admin fee / account holder | $15,592 | $8,464+84.2% | $7,089+120.0% | $11,601+34.4% |