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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 | $162,136+109.7% | $152,301+123.2% | $154,746+119.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.82% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $5,568 | $4,890+13.9% | $4,624+20.4% | $4,379+27.2% |
| Participant deferral / active EE | $24,851 | $8,341+197.9% | $8,004+210.5% | $6,730+269.2% |
| Admin fee / account holder | $4,815 | $15,759-69.4% | $14,398-66.6% | $14,365-66.5% |