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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 | $406,582 | $155,555+161.4% | $146,866+176.8% | $155,188+162.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.40% | 115.41%-96.0pp | 102.85%-83.5pp | 148.84%-129.4pp |
| Employer contribution / active EE | $9,183 | $4,647+97.6% | $4,425+107.5% | $4,248+116.2% |
| Participant deferral / active EE | $17,746 | $8,044+120.6% | $7,759+128.7% | $6,531+171.7% |
| Admin fee / account holder | $5,569 | $14,755-62.3% | $13,620-59.1% | $14,480-61.5% |