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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 | $370,400 | $154,754+139.3% | $124,206+198.2% | $138,895+166.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 16.53% | 709.28%-692.8pp | 515.27%-498.7pp | 145.39%-128.9pp |
| Employer contribution / active EE | $20,184 | $4,446+353.9% | $3,540+470.1% | $4,194+381.2% |
| Participant deferral / active EE | $9,966 | $4,621+115.7% | $3,968+151.2% | $6,396+55.8% |
| Admin fee / account holder | $3,106 | $6,690-53.6% | $5,929-47.6% | $12,562-75.3% |