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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 | $292,658 | $183,539+59.5% | $155,556+88.1% | $145,897+100.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.67% | 61.31%-48.6pp | 64.84%-52.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $4,606 | $5,315-13.3% | $4,675-1.5% | $4,663-1.2% |
| Participant deferral / active EE | $14,986 | $6,467+131.7% | $5,631+166.1% | $6,689+124.0% |
| Admin fee / account holder | $9,510 | $19,275-50.7% | $15,885-40.1% | $13,390-29.0% |