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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 | $407,284 | $162,821+150.1% | $133,978+204.0% | $158,982+156.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.22% | 41.95%-28.7pp | 45.10%-31.9pp | 302.99%-289.8pp |
| Employer contribution / active EE | $6,748 | $4,976+35.6% | $3,919+72.2% | $4,763+41.7% |
| Participant deferral / active EE | $10,545 | $5,910+78.4% | $5,047+108.9% | $5,983+76.2% |
| Admin fee / account holder | $3,142 | $11,742-73.2% | $8,930-64.8% | $11,252-72.1% |