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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 | $364,705 | $129,737+181.1% | $119,126+206.2% | $154,746+135.7% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 16.00% | 379.08%-363.1pp | 282.11%-266.1pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,229 | $4,375-49.0% | $4,034-44.7% | $4,379-49.1% |
| Participant deferral / active EE | $12,645 | $5,842+116.5% | $5,318+137.8% | $6,730+87.9% |
| Admin fee / account holder | $46,887 | $11,961+292.0% | $10,693+338.5% | $14,365+226.4% |