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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 | $441,147 | $114,119+286.6% | $107,187+311.6% | $138,895+217.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 29.25% | 273.21%-244.0pp | 204.55%-175.3pp | 145.39%-116.1pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,709 | $5,538+3.1% | $5,096+12.0% | $6,396-10.7% |
| Admin fee / account holder | $7,200 | $10,024-28.2% | $9,162-21.4% | $12,562-42.7% |