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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 | $358,628 | $111,535+221.5% | $105,223+240.8% | $137,256+161.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 24.21% | 237.85%-213.6pp | 180.65%-156.4pp | 220.34%-196.1pp |
| Employer contribution / active EE | $3,938 | $3,9390% | $3,689+6.8% | $4,156-5.2% |
| Participant deferral / active EE | $9,758 | $5,500+77.4% | $5,072+92.4% | $6,407+52.3% |
| Admin fee / account holder | $41,767 | $9,721+329.6% | $8,859+371.5% | $12,270+240.4% |