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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 | $283,063 | $227,633+24.4% | $189,597+49.3% | $167,553+68.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.89% | 78.45%-61.6pp | 64.20%-47.3pp | 478.89%-462.0pp |
| Employer contribution / active EE | $24,857 | $5,317+367.5% | $4,412+463.3% | $4,840+413.6% |
| Participant deferral / active EE | $17,968 | $7,003+156.6% | $6,174+191.0% | $6,343+183.3% |
| Admin fee / account holder | $604 | $11,879-94.9% | $9,807-93.8% | $12,316-95.1% |