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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 | $464,759 | $196,972+136.0% | $182,262+155.0% | $198,609+134.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 8.56% | 158.27%-149.7pp | 140.60%-132.0pp | 202.70%-194.1pp |
| Employer contribution / active EE | $3,036 | $5,364-43.4% | $5,046-39.8% | $5,055-40.0% |
| Participant deferral / active EE | $16,283 | $8,643+88.4% | $8,276+96.7% | $6,977+133.4% |
| Admin fee / account holder | $12,346 | $18,429-33.0% | $16,712-26.1% | $19,030-35.1% |