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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 | $346,309 | $165,399+109.4% | $149,745+131.3% | $158,982+117.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.83% | 348.34%-329.5pp | 276.72%-257.9pp | 302.99%-284.2pp |
| Employer contribution / active EE | $5,726 | $5,105+12.2% | $4,646+23.2% | $4,763+20.2% |
| Participant deferral / active EE | $18,042 | $7,183+151.2% | $6,843+163.6% | $5,983+201.5% |
| Admin fee / account holder | $3,570 | $10,811-67.0% | $9,312-61.7% | $11,252-68.3% |