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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 | $390,702 | $165,399+136.2% | $149,745+160.9% | $158,982+145.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.46% | 348.34%-311.9pp | 276.72%-240.3pp | 302.99%-266.5pp |
| Employer contribution / active EE | $1,358 | $5,105-73.4% | $4,646-70.8% | $4,763-71.5% |
| Participant deferral / active EE | $5,881 | $7,183-18.1% | $6,843-14.1% | $5,983-1.7% |
| Admin fee / account holder | $1,995 | $10,811-81.5% | $9,312-78.6% | $11,252-82.3% |