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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 | $328,110 | $165,381+98.4% | $149,730+119.1% | $158,966+106.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.28% | 348.29%-340.0pp | 276.70%-268.4pp | 302.95%-294.7pp |
| Employer contribution / active EE | $3,447 | $5,104-32.5% | $4,645-25.8% | $4,762-27.6% |
| Participant deferral / active EE | $13,971 | $7,182+94.5% | $6,843+104.2% | $5,983+133.5% |
| Admin fee / account holder | $6,467 | $10,809-40.2% | $9,310-30.5% | $11,250-42.5% |