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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 | $312,648 | $165,399+89.0% | $149,745+108.8% | $158,982+96.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.62% | 348.34%-332.7pp | 276.72%-261.1pp | 302.99%-287.4pp |
| Employer contribution / active EE | $2,895 | $5,105-43.3% | $4,646-37.7% | $4,763-39.2% |
| Participant deferral / active EE | $2,738 | $7,183-61.9% | $6,843-60.0% | $5,983-54.2% |
| Admin fee / account holder | $2,091 | $10,811-80.7% | $9,312-77.5% | $11,252-81.4% |