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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 | $125,778+194.2% | $114,563+223.0% | $154,746+139.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 14.66% | 295.14%-280.5pp | 241.09%-226.4pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,280 | $2,806-18.7% | $2,592-12.0% | $4,379-47.9% |
| Participant deferral / active EE | $15,500 | $4,445+248.7% | $4,142+274.2% | $6,730+130.3% |
| Admin fee / account holder | $2,458 | $8,190-70.0% | $7,623-67.8% | $14,365-82.9% |