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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 | $329,748 | $116,203+183.8% | $93,621+252.2% | $152,909+115.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 23.18% | 35.96%-12.8pp | 32.76%-9.6pp | 345.46%-322.3pp |
| Employer contribution / active EE | $5,876 | $3,219+82.5% | $2,719+116.1% | $4,764+23.3% |
| Participant deferral / active EE | $18,889 | $4,605+310.2% | $4,070+364.2% | $5,851+222.8% |
| Admin fee / account holder | $532 | $10,751-95.0% | $7,890-93.3% | $11,601-95.4% |