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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 | $298,647 | $107,941+176.7% | $91,994+224.6% | $152,909+95.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 19.40% | 89.28%-69.9pp | 69.04%-49.6pp | 345.46%-326.1pp |
| Employer contribution / active EE | $16,804 | $4,212+299.0% | $3,453+386.7% | $4,764+252.7% |
| Participant deferral / active EE | $11,128 | $6,366+74.8% | $5,924+87.8% | $5,851+90.2% |
| Admin fee / account holder | $1,780 | $10,521-83.1% | $7,744-77.0% | $11,601-84.7% |