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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 | $355,432 | $72,071+393.2% | $68,368+419.9% | $137,256+159.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.75% | 353.14%-338.4pp | 292.57%-277.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,347 | $2,788+20.0% | $2,649+26.3% | $4,156-19.5% |
| Participant deferral / active EE | $1,756 | $4,410-60.2% | $4,123-57.4% | $6,407-72.6% |
| Admin fee / account holder | $1,559 | $5,336-70.8% | $5,150-69.7% | $12,270-87.3% |