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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 | $339,992 | $155,555+118.6% | $146,866+131.5% | $155,188+119.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.82% | 115.41%-99.6pp | 102.85%-87.0pp | 148.84%-133.0pp |
| Employer contribution / active EE | $5,568 | $4,647+19.8% | $4,425+25.8% | $4,248+31.1% |
| Participant deferral / active EE | $24,851 | $8,044+208.9% | $7,759+220.3% | $6,531+280.5% |
| Admin fee / account holder | $4,815 | $14,755-67.4% | $13,620-64.6% | $14,480-66.7% |