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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 | $282,490 | $176,786+59.8% | $146,643+92.6% | $167,536+68.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 33.15% | 24.04%+9.1pp | 22.75%+10.4pp | 478.82%-445.7pp |
| Employer contribution / active EE | $13,889 | $5,161+169.1% | $4,137+235.7% | $4,839+187.0% |
| Participant deferral / active EE | $2,507 | $6,440-61.1% | $5,506-54.5% | $6,342-60.5% |
| Admin fee / account holder | $59,655 | $13,262+349.8% | $10,280+480.3% | $12,315+384.4% |