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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 | $267,173 | $148,623+79.8% | $135,974+96.5% | $139,466+91.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.53% | 79.30%-66.8pp | 68.30%-55.8pp | 373.66%-361.1pp |
| Employer contribution / active EE | $9,647 | $5,246+83.9% | $4,859+98.5% | $4,754+102.9% |
| Participant deferral / active EE | $16,500 | $8,103+103.6% | $7,760+112.6% | $6,712+145.8% |
| Admin fee / account holder | $17,315 | $12,406+39.6% | $10,767+60.8% | $11,409+51.8% |