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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 | $620,713 | $152,592+306.8% | $125,180+395.9% | $152,885+306.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 14.27% | 54.84%-40.6pp | 43.79%-29.5pp | 345.39%-331.1pp |
| Employer contribution / active EE | $3,528 | $4,947-28.7% | $3,866-8.7% | $4,763-25.9% |
| Participant deferral / active EE | $2,505 | $5,868-57.3% | $4,937-49.3% | $5,851-57.2% |
| Admin fee / account holder | $27,191 | $13,435+102.4% | $9,703+180.2% | $11,598+134.4% |