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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 | $252,918 | $110,337+129.2% | $102,383+147.0% | $145,877+73.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.86% | 24.83%-11.0pp | 24.94%-11.1pp | 551.28%-537.4pp |
| Employer contribution / active EE | $11,404 | $4,216+170.5% | $3,870+194.7% | $4,663+144.6% |
| Participant deferral / active EE | $4,300 | $5,621-23.5% | $5,060-15.0% | $6,691-35.7% |
| Admin fee / account holder | $2,844 | $9,750-70.8% | $8,391-66.1% | $13,402-78.8% |