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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 | $482,142 | $162,821+196.1% | $133,978+259.9% | $158,982+203.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.70% | 41.95%-36.2pp | 45.10%-39.4pp | 302.99%-297.3pp |
| Employer contribution / active EE | $11,483 | $4,976+130.8% | $3,919+193.0% | $4,763+141.1% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,440 | $11,742-62.2% | $8,930-50.3% | $11,252-60.5% |