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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 | $452,748 | $217,432+108.2% | $185,849+143.6% | $167,536+170.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.59% | 148.42%-126.8pp | 122.10%-100.5pp | 478.82%-457.2pp |
| Employer contribution / active EE | $1,655 | $5,875-71.8% | $5,169-68.0% | $4,839-65.8% |
| Participant deferral / active EE | $7,843 | $6,357+23.4% | $5,569+40.8% | $6,342+23.7% |
| Admin fee / account holder | $775 | $19,818-96.1% | $16,244-95.2% | $12,315-93.7% |