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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 | $314,139 | $150,346+108.9% | $120,524+160.6% | $145,877+115.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.63% | 154.40%-141.8pp | 107.36%-94.7pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,935 | $4,353-32.6% | $3,469-15.4% | $4,663-37.1% |
| Participant deferral / active EE | $6,522 | $6,172+5.7% | $4,994+30.6% | $6,691-2.5% |
| Admin fee / account holder | $2,057 | $12,215-83.2% | $9,440-78.2% | $13,402-84.7% |