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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 | $351,966 | $232,540+51.4% | $185,117+90.1% | $147,585+138.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.25% | 43.03%-30.8pp | 40.50%-28.3pp | 578.57%-566.3pp |
| Employer contribution / active EE | $21,414 | $5,195+312.2% | $4,182+412.1% | $4,876+339.1% |
| Participant deferral / active EE | $14,600 | $5,834+150.3% | $5,045+189.4% | $5,439+168.4% |
| Admin fee / account holder | $1,427 | $10,275-86.1% | $8,159-82.5% | $10,885-86.9% |