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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 | $279,142 | $88,778+214.4% | $81,844+241.1% | $145,884+91.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 21.65% | 1033.03%-1011.4pp | 778.87%-757.2pp | 551.85%-530.2pp |
| Employer contribution / active EE | $2,066 | $3,087-33.1% | $2,916-29.2% | $4,662-55.7% |
| Participant deferral / active EE | $1,756 | $4,648-62.2% | $4,323-59.4% | $6,690-73.8% |
| Admin fee / account holder | $1,496 | $8,430-82.3% | $7,355-79.7% | $13,392-88.8% |