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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 | $327,730 | $148,623+120.5% | $135,974+141.0% | $139,466+135.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.77% | 79.30%-58.5pp | 68.30%-47.5pp | 373.66%-352.9pp |
| Employer contribution / active EE | $26,755 | $5,246+410.0% | $4,859+450.6% | $4,754+462.8% |
| Participant deferral / active EE | $12,705 | $8,103+56.8% | $7,760+63.7% | $6,712+89.3% |
| Admin fee / account holder | $2,915 | $12,406-76.5% | $10,767-72.9% | $11,409-74.5% |