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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 | $418,780 | $157,296+166.2% | $141,191+196.6% | $152,897+173.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.25% | 64.34%-40.1pp | 71.41%-47.2pp | 345.43%-321.2pp |
| Employer contribution / active EE | $1,140 | $5,262-78.3% | $4,736-75.9% | $4,764-76.1% |
| Participant deferral / active EE | $9,500 | $7,111+33.6% | $6,710+41.6% | $5,851+62.4% |
| Admin fee / account holder | $1,616 | $12,125-86.7% | $10,264-84.3% | $11,599-86.1% |