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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 | $316,903 | $157,304+101.5% | $141,197+124.4% | $152,909+107.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 69.25% | 64.34%+4.9pp | 71.41%-2.2pp | 345.46%-276.2pp |
| Employer contribution / active EE | $24,057 | $5,263+357.1% | $4,736+407.9% | $4,764+405.0% |
| Participant deferral / active EE | $8,333 | $7,111+17.2% | $6,710+24.2% | $5,851+42.4% |
| Admin fee / account holder | $16,727 | $12,126+37.9% | $10,265+63.0% | $11,601+44.2% |