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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 | $373,534 | $129,737+187.9% | $119,126+213.6% | $154,746+141.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.56% | 379.08%-365.5pp | 282.11%-268.5pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,549 | $4,375-41.7% | $4,034-36.8% | $4,379-41.8% |
| Participant deferral / active EE | $8,178 | $5,842+40.0% | $5,318+53.8% | $6,730+21.5% |
| Admin fee / account holder | $3,558 | $11,961-70.3% | $10,693-66.7% | $14,365-75.2% |