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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 | $350,184 | $154,193+127.1% | $130,045+169.3% | $139,466+151.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.23% | 32.51%-19.3pp | -137.30%+150.5pp | 373.66%-360.4pp |
| Employer contribution / active EE | $14,224 | $5,292+168.8% | $4,321+229.2% | $4,754+199.2% |
| Participant deferral / active EE | $9,543 | $6,709+42.2% | $5,820+64.0% | $6,712+42.2% |
| Admin fee / account holder | $4,501 | $13,989-67.8% | $10,600-57.5% | $11,409-60.5% |