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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 | $350,323 | $183,516+90.9% | $155,534+125.2% | $145,884+140.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 38.09% | 61.43%-23.3pp | 64.92%-26.8pp | 551.85%-513.8pp |
| Employer contribution / active EE | $1,560 | $5,315-70.6% | $4,675-66.6% | $4,662-66.5% |
| Participant deferral / active EE | $10,688 | $6,467+65.3% | $5,630+89.8% | $6,690+59.8% |
| Admin fee / account holder | $440 | $19,293-97.7% | $15,900-97.2% | $13,392-96.7% |