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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 | $379,400 | $196,972+92.6% | $182,262+108.2% | $198,609+91.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 8.08% | 158.27%-150.2pp | 140.60%-132.5pp | 202.70%-194.6pp |
| Employer contribution / active EE | $3,017 | $5,364-43.7% | $5,046-40.2% | $5,055-40.3% |
| Participant deferral / active EE | $34,318 | $8,643+297.1% | $8,276+314.6% | $6,977+391.9% |
| Admin fee / account holder | $12,523 | $18,429-32.0% | $16,712-25.1% | $19,030-34.2% |