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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 | $382,266 | $176,794+116.2% | $146,647+160.7% | $167,553+128.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.19% | 24.04%-13.8pp | 22.75%-12.6pp | 478.89%-468.7pp |
| Employer contribution / active EE | $6,934 | $5,161+34.4% | $4,137+67.6% | $4,840+43.3% |
| Participant deferral / active EE | $7,915 | $6,440+22.9% | $5,506+43.7% | $6,343+24.8% |
| Admin fee / account holder | $77,386 | $13,262+483.5% | $10,281+652.7% | $12,316+528.3% |