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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 | $353,024 | $152,587+131.4% | $125,175+182.0% | $152,870+130.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.51% | 54.84%-37.3pp | 43.79%-26.3pp | 345.34%-327.8pp |
| Employer contribution / active EE | $6,424 | $4,946+29.9% | $3,865+66.2% | $4,763+34.9% |
| Participant deferral / active EE | $8,490 | $5,868+44.7% | $4,937+72.0% | $5,850+45.1% |
| Admin fee / account holder | $543 | $13,434-96.0% | $9,702-94.4% | $11,597-95.3% |