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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 | $370,400 | $167,030+121.8% | $135,768+172.8% | $155,188+138.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.53% | 678.39%-661.9pp | 526.10%-509.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $20,184 | $4,132+388.4% | $3,394+494.7% | $4,248+375.2% |
| Participant deferral / active EE | $9,966 | $4,528+120.1% | $3,977+150.6% | $6,531+52.6% |
| Admin fee / account holder | $3,106 | $8,172-62.0% | $7,048-55.9% | $14,480-78.6% |