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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 | $311,611 | $99,053+214.6% | $88,179+253.4% | $138,895+124.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 13.34% | 78.17%-64.8pp | 64.97%-51.6pp | 145.39%-132.1pp |
| Employer contribution / active EE | $40,135 | $2,882+1292.6% | $2,549+1474.3% | $4,194+856.9% |
| Participant deferral / active EE | $18,700 | $5,225+257.9% | $4,614+305.3% | $6,396+192.4% |
| Admin fee / account holder | $21,892 | $8,748+150.2% | $7,673+185.3% | $12,562+74.3% |