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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 | $332,253 | $134,817+146.4% | $123,973+168.0% | $155,188+114.1% |
| Participation rate | 93.3% | 79.4%+13.9pp | 76.7%+16.7pp | 80.8%+12.5pp |
| Annual return | 20.39% | 515.49%-495.1pp | 388.13%-367.7pp | 148.84%-128.4pp |
| Employer contribution / active EE | $6,513 | $4,425+47.2% | $4,126+57.9% | $4,248+53.3% |
| Participant deferral / active EE | $8,474 | $5,706+48.5% | $5,247+61.5% | $6,531+29.7% |
| Admin fee / account holder | $1,568 | $13,245-88.2% | $11,799-86.7% | $14,480-89.2% |