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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 | $254,266 | $111,535+128.0% | $105,223+141.6% | $137,256+85.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.62% | 237.85%-218.2pp | 180.65%-161.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $21,311 | $3,939+441.0% | $3,689+477.8% | $4,156+412.8% |
| Participant deferral / active EE | $16,669 | $5,500+203.1% | $5,072+228.7% | $6,407+160.2% |
| Admin fee / account holder | $2,637 | $9,721-72.9% | $8,859-70.2% | $12,270-78.5% |