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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 | $287,286 | $157,296+82.6% | $141,191+103.5% | $152,897+87.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.15% | 64.34%-44.2pp | 71.41%-51.3pp | 345.43%-325.3pp |
| Employer contribution / active EE | $2,500 | $5,262-52.5% | $4,736-47.2% | $4,764-47.5% |
| Participant deferral / active EE | $11,888 | $7,111+67.2% | $6,710+77.2% | $5,851+103.2% |
| Admin fee / account holder | $18,060 | $12,125+49.0% | $10,264+76.0% | $11,599+55.7% |