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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 | $269,591 | $72,071+274.1% | $68,368+294.3% | $137,256+96.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.87% | 353.14%-337.3pp | 292.57%-276.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $15,746 | $2,788+464.8% | $2,649+494.4% | $4,156+278.9% |
| Participant deferral / active EE | $15,322 | $4,410+247.4% | $4,123+271.6% | $6,407+139.2% |
| Admin fee / account holder | $37,623 | $5,336+605.1% | $5,150+630.6% | $12,270+206.6% |