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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 | $347,323 | $111,535+211.4% | $105,223+230.1% | $137,256+153.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.53% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,428 | $3,939-38.4% | $3,689-34.2% | $4,156-41.6% |
| Participant deferral / active EE | $11,417 | $5,500+107.6% | $5,072+125.1% | $6,407+78.2% |
| Admin fee / account holder | $308 | $9,721-96.8% | $8,859-96.5% | $12,270-97.5% |