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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 | $353,648 | $152,619+131.7% | $125,195+182.5% | $152,909+131.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 29.46% | 54.85%-25.4pp | 43.79%-14.3pp | 345.46%-316.0pp |
| Employer contribution / active EE | $22,209 | $4,947+348.9% | $3,866+474.5% | $4,764+366.2% |
| Participant deferral / active EE | $12,565 | $5,869+114.1% | $4,937+154.5% | $5,851+114.7% |
| Admin fee / account holder | $2,424 | $13,437-82.0% | $9,704-75.0% | $11,601-79.1% |