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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 | $361,035 | $196,972+83.3% | $182,262+98.1% | $198,609+81.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.72% | 158.27%-143.6pp | 140.60%-125.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $17,912 | $5,364+234.0% | $5,046+255.0% | $5,055+254.3% |
| Participant deferral / active EE | $17,144 | $8,643+98.4% | $8,276+107.1% | $6,977+145.7% |
| Admin fee / account holder | $14,413 | $18,429-21.8% | $16,712-13.8% | $19,030-24.3% |