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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 | $354,588 | $165,399+114.4% | $149,745+136.8% | $158,982+123.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.27% | 348.34%-336.1pp | 276.72%-264.5pp | 302.99%-290.7pp |
| Employer contribution / active EE | $2,250 | $5,105-55.9% | $4,646-51.6% | $4,763-52.8% |
| Participant deferral / active EE | $8,250 | $7,183+14.9% | $6,843+20.6% | $5,983+37.9% |
| Admin fee / account holder | $2,824 | $10,811-73.9% | $9,312-69.7% | $11,252-74.9% |