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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 | $278,136 | $157,296+76.8% | $141,191+97.0% | $152,897+81.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.78% | 64.34%-34.6pp | 71.41%-41.6pp | 345.43%-315.6pp |
| Employer contribution / active EE | $4,540 | $5,262-13.7% | $4,736-4.1% | $4,764-4.7% |
| Participant deferral / active EE | $14,480 | $7,111+103.6% | $6,710+115.8% | $5,851+147.5% |
| Admin fee / account holder | $3,143 | $12,125-74.1% | $10,264-69.4% | $11,599-72.9% |