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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 | $298,763 | $108,882+174.4% | $96,754+208.8% | $154,746+93.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 13.80% | 98.39%-84.6pp | 82.04%-68.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $2,815 | $3,018-6.7% | $2,679+5.1% | $4,379-35.7% |
| Participant deferral / active EE | $13,291 | $5,323+149.7% | $4,758+179.3% | $6,730+97.5% |
| Admin fee / account holder | $1,541 | $10,200-84.9% | $8,905-82.7% | $14,365-89.3% |