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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 | $360,675 | $165,399+118.1% | $149,745+140.9% | $158,982+126.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.19% | 348.34%-333.1pp | 276.72%-261.5pp | 302.99%-287.8pp |
| Employer contribution / active EE | $2,392 | $5,105-53.1% | $4,646-48.5% | $4,763-49.8% |
| Participant deferral / active EE | $10,805 | $7,183+50.4% | $6,843+57.9% | $5,983+80.6% |
| Admin fee / account holder | $2,044 | $10,811-81.1% | $9,312-78.0% | $11,252-81.8% |