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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 | $273,022 | $107,944+152.9% | $91,994+196.8% | $152,885+78.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 24.83% | 89.26%-64.4pp | 69.03%-44.2pp | 345.39%-320.6pp |
| Employer contribution / active EE | $8,400 | $4,210+99.5% | $3,452+143.3% | $4,763+76.4% |
| Participant deferral / active EE | $19,000 | $6,365+198.5% | $5,923+220.8% | $5,851+224.7% |
| Admin fee / account holder | $1,461 | $10,521-86.1% | $7,743-81.1% | $11,598-87.4% |