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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 | $278,809 | $227,399+22.6% | $189,758+46.9% | $198,609+40.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.81% | 61.03%-52.2pp | 52.62%-43.8pp | 202.70%-193.9pp |
| Employer contribution / active EE | $20,000 | $5,526+261.9% | $4,767+319.6% | $5,055+295.6% |
| Participant deferral / active EE | $31,000 | $6,837+353.4% | $5,856+429.4% | $6,977+344.3% |
| Admin fee / account holder | $2,691 | $25,162-89.3% | $20,388-86.8% | $19,030-85.9% |