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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 | $348,389 | $154,754+125.1% | $124,206+180.5% | $138,895+150.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 15.86% | 709.28%-693.4pp | 515.27%-499.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $23,986 | $4,446+439.5% | $3,540+577.5% | $4,194+471.9% |
| Participant deferral / active EE | $7,540 | $4,621+63.2% | $3,968+90.0% | $6,396+17.9% |
| Admin fee / account holder | $2,496 | $6,690-62.7% | $5,929-57.9% | $12,562-80.1% |