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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 | $395,085 | $289,211+36.6% | $260,467+51.7% | $198,609+98.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 17.74% | 112.90%-95.2pp | 100.60%-82.9pp | 202.70%-185.0pp |
| Employer contribution / active EE | $11,021 | $4,663+136.3% | $4,239+160.0% | $5,055+118.0% |
| Participant deferral / active EE | $23,500 | $6,812+245.0% | $6,319+271.9% | $6,977+236.8% |
| Admin fee / account holder | $3,228 | $16,236-80.1% | $15,461-79.1% | $19,030-83.0% |