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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 | $362,735 | $142,354+154.8% | $125,529+189.0% | $155,188+133.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 8.15% | 306.06%-297.9pp | 202.56%-194.4pp | 148.84%-140.7pp |
| Employer contribution / active EE | $2,917 | $3,501-16.7% | $3,058-4.6% | $4,248-31.3% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,432 | $19,392-87.5% | $16,298-85.1% | $14,480-83.2% |