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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 | $364,395 | $165,399+120.3% | $149,745+143.3% | $158,982+129.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.88% | 348.34%-333.5pp | 276.72%-261.8pp | 302.99%-288.1pp |
| Employer contribution / active EE | $20,000 | $5,105+291.8% | $4,646+330.5% | $4,763+319.9% |
| Participant deferral / active EE | $12,488 | $7,183+73.9% | $6,843+82.5% | $5,983+108.7% |
| Admin fee / account holder | $2,683 | $10,811-75.2% | $9,312-71.2% | $11,252-76.2% |