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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 | $330,001 | $148,582+122.1% | $135,942+142.8% | $139,456+136.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.26% | 79.26%-64.0pp | 68.28%-53.0pp | 373.45%-358.2pp |
| Employer contribution / active EE | $3,000 | $5,245-42.8% | $4,858-38.2% | $4,753-36.9% |
| Participant deferral / active EE | $16,620 | $8,101+105.2% | $7,759+114.2% | $6,711+147.6% |
| Admin fee / account holder | $402 | $12,402-96.8% | $10,764-96.3% | $11,407-96.5% |