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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 | $290,674 | $157,276+84.8% | $141,177+105.9% | $152,885+90.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 78.43% | 64.33%+14.1pp | 71.40%+7.0pp | 345.39%-267.0pp |
| Employer contribution / active EE | $27,582 | $5,262+424.2% | $4,736+482.4% | $4,763+479.1% |
| Participant deferral / active EE | $14,479 | $7,110+103.6% | $6,710+115.8% | $5,851+147.5% |
| Admin fee / account holder | $1,209 | $12,123-90.0% | $10,263-88.2% | $11,598-89.6% |