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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 | $298,951 | $165,361+80.8% | $149,715+99.7% | $158,950+88.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.55% | 348.24%-332.7pp | 276.66%-261.1pp | 302.91%-287.4pp |
| Employer contribution / active EE | $2,447 | $5,103-52.0% | $4,645-47.3% | $4,762-48.6% |
| Participant deferral / active EE | $11,462 | $7,182+59.6% | $6,842+67.5% | $5,983+91.6% |
| Admin fee / account holder | $7,428 | $10,808-31.3% | $9,310-20.2% | $11,248-34.0% |