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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 | $339,394 | $162,136+109.3% | $152,301+122.8% | $154,746+119.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.04% | 91.02%-78.0pp | 80.50%-67.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $10,617 | $4,890+117.1% | $4,624+129.6% | $4,379+142.4% |
| Participant deferral / active EE | $24,005 | $8,341+187.8% | $8,004+199.9% | $6,730+256.7% |
| Admin fee / account holder | $1,561 | $15,759-90.1% | $14,398-89.2% | $14,365-89.1% |