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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 | $347,778 | $197,637+76.0% | $177,848+95.5% | $158,982+118.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.47% | 58.77%-43.3pp | 48.33%-32.9pp | 302.99%-287.5pp |
| Employer contribution / active EE | $10,483 | $6,698+56.5% | $5,919+77.1% | $4,763+120.1% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $39,943 | $15,406+159.3% | $12,431+221.3% | $11,252+255.0% |