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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 | $325,676 | $157,296+107.0% | $141,191+130.7% | $152,897+113.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.25% | 64.34%-48.1pp | 71.41%-55.2pp | 345.43%-329.2pp |
| Employer contribution / active EE | $1,983 | $5,262-62.3% | $4,736-58.1% | $4,764-58.4% |
| Participant deferral / active EE | $3,813 | $7,111-46.4% | $6,710-43.2% | $5,851-34.8% |
| Admin fee / account holder | $4,885 | $12,125-59.7% | $10,264-52.4% | $11,599-57.9% |