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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 | $318,787 | $157,276+102.7% | $141,177+125.8% | $152,885+108.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.29% | 64.33%-42.0pp | 71.40%-49.1pp | 345.39%-323.1pp |
| Employer contribution / active EE | $17,170 | $5,262+226.3% | $4,736+262.6% | $4,763+260.5% |
| Participant deferral / active EE | $4,880 | $7,110-31.4% | $6,710-27.3% | $5,851-16.6% |
| Admin fee / account holder | $30,263 | $12,123+149.6% | $10,263+194.9% | $11,598+160.9% |