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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 | $372,452 | $162,812+128.8% | $133,971+178.0% | $158,966+134.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.22% | 41.94%-21.7pp | 45.09%-24.9pp | 302.95%-282.7pp |
| Employer contribution / active EE | $7,890 | $4,976+58.6% | $3,919+101.3% | $4,762+65.7% |
| Participant deferral / active EE | $23,672 | $5,910+300.5% | $5,047+369.0% | $5,983+295.6% |
| Admin fee / account holder | $788 | $11,741-93.3% | $8,929-91.2% | $11,250-93.0% |