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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 | $398,193 | $102,595+288.1% | $94,057+323.4% | $154,746+157.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.64% | 583.42%-566.8pp | 480.62%-464.0pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,100 | $3,147-65.0% | $2,933-62.5% | $4,379-74.9% |
| Participant deferral / active EE | $2,200 | $5,118-57.0% | $4,709-53.3% | $6,730-67.3% |
| Admin fee / account holder | $423 | $7,736-94.5% | $7,244-94.2% | $14,365-97.1% |