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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 | $382,948 | $165,381+131.6% | $149,730+155.8% | $158,966+140.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.28% | 348.29%-320.0pp | 276.70%-248.4pp | 302.95%-274.7pp |
| Employer contribution / active EE | $2,160 | $5,104-57.7% | $4,645-53.5% | $4,762-54.7% |
| Participant deferral / active EE | $15,821 | $7,182+120.3% | $6,843+131.2% | $5,983+164.4% |
| Admin fee / account holder | $3,073 | $10,809-71.6% | $9,310-67.0% | $11,250-72.7% |