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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 | $371,774 | $102,595+262.4% | $94,057+295.3% | $154,746+140.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.01% | 583.42%-569.4pp | 480.62%-466.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,750 | $3,147-12.6% | $2,933-6.2% | $4,379-37.2% |
| Participant deferral / active EE | $13,779 | $5,118+169.2% | $4,709+192.6% | $6,730+104.7% |
| Admin fee / account holder | $15,150 | $7,736+95.8% | $7,244+109.1% | $14,365+5.5% |