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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 | $374,496 | $162,529+130.4% | $130,788+186.3% | $154,746+142.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.67% | 510.48%-500.8pp | 386.44%-376.8pp | 172.34%-162.7pp |
| Employer contribution / active EE | $930 | $4,447-79.1% | $3,558-73.9% | $4,379-78.8% |
| Participant deferral / active EE | $4,306 | $4,808-10.4% | $4,137+4.1% | $6,730-36.0% |
| Admin fee / account holder | $8,380 | $7,669+9.3% | $6,673+25.6% | $14,365-41.7% |