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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 | $378,379 | $102,595+268.8% | $94,057+302.3% | $154,746+144.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.12% | 583.42%-567.3pp | 480.62%-464.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $6,279 | $3,147+99.5% | $2,933+114.1% | $4,379+43.4% |
| Participant deferral / active EE | $16,317 | $5,118+218.8% | $4,709+246.5% | $6,730+142.4% |
| Admin fee / account holder | $8,695 | $7,736+12.4% | $7,244+20.0% | $14,365-39.5% |