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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 | $441,363 | $110,379+299.9% | $102,412+331.0% | $145,884+202.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.07% | 24.84%-12.8pp | 24.94%-12.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $13,975 | $4,216+231.5% | $3,870+261.1% | $4,662+199.8% |
| Participant deferral / active EE | $10,378 | $5,622+84.6% | $5,060+105.1% | $6,690+55.1% |
| Admin fee / account holder | $8,886 | $9,745-8.8% | $8,388+5.9% | $13,392-33.6% |