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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 | $321,718 | $157,296+104.5% | $141,191+127.9% | $152,897+110.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.12% | 64.34%-41.2pp | 71.41%-48.3pp | 345.43%-322.3pp |
| Employer contribution / active EE | $8,889 | $5,262+68.9% | $4,736+87.7% | $4,764+86.6% |
| Participant deferral / active EE | $9,176 | $7,111+29.0% | $6,710+36.8% | $5,851+56.8% |
| Admin fee / account holder | $2,579 | $12,125-78.7% | $10,264-74.9% | $11,599-77.8% |