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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 | $299,718 | $132,634+126.0% | $115,768+158.9% | $137,256+118.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.15% | 160.70%-145.6pp | 100.46%-85.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $5,536 | $3,360+64.8% | $2,940+88.3% | $4,156+33.2% |
| Participant deferral / active EE | $14,844 | $5,619+164.2% | $4,917+201.9% | $6,407+131.7% |
| Admin fee / account holder | $20,266 | $15,028+34.9% | $12,439+62.9% | $12,270+65.2% |