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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 | $482,271 | $149,754+222.0% | $118,934+305.5% | $158,931+203.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 8.50% | 19.95%-11.5pp | 35.88%-27.4pp | 302.86%-294.4pp |
| Employer contribution / active EE | $20,042 | $4,116+386.9% | $3,263+514.2% | $4,761+320.9% |
| Participant deferral / active EE | $11,067 | $5,224+111.8% | $4,265+159.5% | $5,982+85.0% |
| Admin fee / account holder | $3,281 | $8,603-61.9% | $6,580-50.1% | $11,247-70.8% |