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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 | $301,945 | $134,817+124.0% | $123,973+143.6% | $155,188+94.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.82% | 515.49%-501.7pp | 388.13%-374.3pp | 148.84%-135.0pp |
| Employer contribution / active EE | $1,519 | $4,425-65.7% | $4,126-63.2% | $4,248-64.2% |
| Participant deferral / active EE | $8,748 | $5,706+53.3% | $5,247+66.7% | $6,531+33.9% |
| Admin fee / account holder | $2,571 | $13,245-80.6% | $11,799-78.2% | $14,480-82.2% |