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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 | $384,605 | $125,184+207.2% | $105,607+264.2% | $145,884+163.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 19.56% | 225.00%-205.4pp | 116.11%-96.5pp | 551.85%-532.3pp |
| Employer contribution / active EE | $2,324 | $3,720-37.5% | $3,167-26.6% | $4,662-50.2% |
| Participant deferral / active EE | $10,866 | $5,714+90.2% | $5,011+116.8% | $6,690+62.4% |
| Admin fee / account holder | $5,898 | $17,133-65.6% | $10,958-46.2% | $13,392-56.0% |