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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 | $405,473 | $165,399+145.1% | $149,745+170.8% | $158,982+155.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.91% | 348.34%-337.4pp | 276.72%-265.8pp | 302.99%-292.1pp |
| Employer contribution / active EE | $1,499 | $5,105-70.6% | $4,646-67.7% | $4,763-68.5% |
| Participant deferral / active EE | $4,233 | $7,183-41.1% | $6,843-38.1% | $5,983-29.3% |
| Admin fee / account holder | $3,543 | $10,811-67.2% | $9,312-62.0% | $11,252-68.5% |