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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 | $289,390 | $165,361+75.0% | $149,715+93.3% | $158,950+82.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.77% | 348.24%-334.5pp | 276.66%-262.9pp | 302.91%-289.1pp |
| Employer contribution / active EE | $3,034 | $5,103-40.6% | $4,645-34.7% | $4,762-36.3% |
| Participant deferral / active EE | $8,188 | $7,182+14.0% | $6,842+19.7% | $5,983+36.9% |
| Admin fee / account holder | $55,515 | $10,808+413.6% | $9,310+496.3% | $11,248+393.5% |