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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 | $380,466 | $108,911+249.3% | $100,392+279.0% | $145,884+160.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.88% | 58.23%-39.3pp | 49.45%-30.6pp | 551.85%-533.0pp |
| Employer contribution / active EE | $3,338 | $4,420-24.5% | $3,941-15.3% | $4,662-28.4% |
| Participant deferral / active EE | $10,593 | $8,459+25.2% | $8,090+30.9% | $6,690+58.3% |
| Admin fee / account holder | $18,941 | $9,698+95.3% | $7,904+139.6% | $13,392+41.4% |