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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 | $280,673 | $132,634+111.6% | $115,768+142.4% | $137,256+104.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.08% | 160.70%-148.6pp | 100.46%-88.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $15,762 | $3,360+369.2% | $2,940+436.2% | $4,156+279.3% |
| Participant deferral / active EE | $26,000 | $5,619+362.8% | $4,917+428.8% | $6,407+305.8% |
| Admin fee / account holder | $870 | $15,028-94.2% | $12,439-93.0% | $12,270-92.9% |