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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 | $344,329 | $72,071+377.8% | $68,368+403.6% | $137,256+150.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.27% | 353.14%-332.9pp | 292.57%-272.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $12,217 | $2,788+338.2% | $2,649+361.2% | $4,156+194.0% |
| Participant deferral / active EE | $9,633 | $4,410+118.4% | $4,123+133.7% | $6,407+50.4% |
| Admin fee / account holder | $6,052 | $5,336+13.4% | $5,150+17.5% | $12,270-50.7% |