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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 | $171,492+112.7% | $150,734+142.0% | $198,609+83.6% |
| Participation rate | 83.3% | 81.4%+1.9pp | 78.4%+4.9pp | 82.4%+1.0pp |
| Annual return | 16.00% | 804.70%-788.7pp | 600.81%-584.8pp | 202.70%-186.7pp |
| Employer contribution / active EE | $2,229 | $5,470-59.2% | $4,918-54.7% | $5,055-55.9% |
| Participant deferral / active EE | $12,645 | $6,259+102.0% | $5,610+125.4% | $6,977+81.2% |
| Admin fee / account holder | $46,887 | $17,628+166.0% | $14,905+214.6% | $19,030+146.4% |