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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 | $304,273 | $114,119+166.6% | $107,187+183.9% | $138,895+119.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.36% | 273.21%-261.8pp | 204.55%-193.2pp | 145.39%-134.0pp |
| Employer contribution / active EE | $1,812 | $4,059-55.4% | $3,782-52.1% | $4,194-56.8% |
| Participant deferral / active EE | $13,119 | $5,538+136.9% | $5,096+157.4% | $6,396+105.1% |
| Admin fee / account holder | $17,408 | $10,024+73.7% | $9,162+90.0% | $12,562+38.6% |