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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 | $387,227 | $227,291+70.4% | $214,702+80.4% | $155,188+149.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.04% | 60.08%-48.0pp | 54.55%-42.5pp | 148.84%-136.8pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $16,831 | $9,582+75.7% | $9,147+84.0% | $6,531+157.7% |
| Admin fee / account holder | $68,043 | $20,413+233.3% | $19,830+243.1% | $14,480+369.9% |