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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 | $370,816 | $162,529+128.2% | $130,788+183.5% | $154,746+139.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.83% | 510.48%-496.6pp | 386.44%-372.6pp | 172.34%-158.5pp |
| Employer contribution / active EE | $5,758 | $4,447+29.5% | $3,558+61.8% | $4,379+31.5% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,647 | $7,669-39.4% | $6,673-30.4% | $14,365-67.7% |