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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 | $70,366+405.1% | $66,674+433.1% | $138,895+155.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.75% | 386.41%-371.7pp | 321.24%-306.5pp | 145.39%-130.6pp |
| Employer contribution / active EE | $3,347 | $2,765+21.0% | $2,620+27.7% | $4,194-20.2% |
| Participant deferral / active EE | $1,756 | $4,374-59.8% | $4,084-57.0% | $6,396-72.5% |
| Admin fee / account holder | $1,559 | $5,262-70.4% | $5,098-69.4% | $12,562-87.6% |