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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 | $349,482 | $125,190+179.2% | $105,624+230.9% | $145,897+139.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.64% | 225.22%-203.6pp | 116.20%-94.6pp | 552.29%-530.7pp |
| Employer contribution / active EE | $3,291 | $3,720-11.5% | $3,168+3.9% | $4,663-29.4% |
| Participant deferral / active EE | $8,072 | $5,716+41.2% | $5,013+61.0% | $6,689+20.7% |
| Admin fee / account holder | $2,024 | $17,138-88.2% | $10,961-81.5% | $13,390-84.9% |