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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 | $361,942 | $165,399+118.8% | $149,745+141.7% | $158,982+127.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.91% | 348.34%-332.4pp | 276.72%-260.8pp | 302.99%-287.1pp |
| Employer contribution / active EE | $3,598 | $5,105-29.5% | $4,646-22.6% | $4,763-24.5% |
| Participant deferral / active EE | $8,600 | $7,183+19.7% | $6,843+25.7% | $5,983+43.7% |
| Admin fee / account holder | $796 | $10,811-92.6% | $9,312-91.5% | $11,252-92.9% |