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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 | $378,281 | $114,013+231.8% | $103,693+264.8% | $155,188+143.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 18.00% | 49.31%-31.3pp | 47.61%-29.6pp | 148.84%-130.8pp |
| Employer contribution / active EE | $5,509 | $3,131+75.9% | $2,920+88.6% | $4,248+29.7% |
| Participant deferral / active EE | $24,823 | $4,970+399.5% | $4,579+442.1% | $6,531+280.1% |
| Admin fee / account holder | $1,233 | $8,407-85.3% | $7,858-84.3% | $14,480-91.5% |