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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 | $370,080 | $101,618+264.2% | $93,063+297.7% | $137,256+169.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.66% | 223.95%-209.3pp | 34.15%-19.5pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,280 | $2,707-15.8% | $2,476-7.9% | $4,156-45.1% |
| Participant deferral / active EE | $15,500 | $4,279+262.2% | $3,958+291.6% | $6,407+141.9% |
| Admin fee / account holder | $2,458 | $6,198-60.3% | $6,033-59.3% | $12,270-80.0% |