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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 | $361,871 | $129,737+178.9% | $119,126+203.8% | $154,746+133.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.43% | 379.08%-364.6pp | 282.11%-267.7pp | 172.34%-157.9pp |
| Employer contribution / active EE | $21,620 | $4,375+394.2% | $4,034+436.0% | $4,379+393.7% |
| Participant deferral / active EE | $19,627 | $5,842+236.0% | $5,318+269.1% | $6,730+191.6% |
| Admin fee / account holder | $1,637 | $11,961-86.3% | $10,693-84.7% | $14,365-88.6% |