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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 | $408,018 | $165,381+146.7% | $149,730+172.5% | $158,966+156.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.27% | 348.29%-333.0pp | 276.70%-261.4pp | 302.95%-287.7pp |
| Employer contribution / active EE | $2,619 | $5,104-48.7% | $4,645-43.6% | $4,762-45.0% |
| Participant deferral / active EE | $16,225 | $7,182+125.9% | $6,843+137.1% | $5,983+171.2% |
| Admin fee / account holder | $9,012 | $10,809-16.6% | $9,310-3.2% | $11,250-19.9% |