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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 | $154,754+142.0% | $124,206+201.5% | $138,895+169.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 9.67% | 709.28%-699.6pp | 515.27%-505.6pp | 145.39%-135.7pp |
| Employer contribution / active EE | $930 | $4,446-79.1% | $3,540-73.7% | $4,194-77.8% |
| Participant deferral / active EE | $4,306 | $4,621-6.8% | $3,968+8.5% | $6,396-32.7% |
| Admin fee / account holder | $8,380 | $6,690+25.3% | $5,929+41.4% | $12,562-33.3% |