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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 | $358,246 | $148,623+141.0% | $135,974+163.5% | $139,466+156.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.03% | 79.30%-64.3pp | 68.30%-53.3pp | 373.66%-358.6pp |
| Employer contribution / active EE | $9,109 | $5,246+73.6% | $4,859+87.5% | $4,754+91.6% |
| Participant deferral / active EE | $11,051 | $8,103+36.4% | $7,760+42.4% | $6,712+64.7% |
| Admin fee / account holder | $6,596 | $12,406-46.8% | $10,767-38.7% | $11,409-42.2% |