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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 | $269,555 | $157,296+71.4% | $141,191+90.9% | $152,897+76.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.50% | 64.34%-42.8pp | 71.41%-49.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $4,583 | $5,262-12.9% | $4,736-3.2% | $4,764-3.8% |
| Participant deferral / active EE | $12,283 | $7,111+72.7% | $6,710+83.1% | $5,851+109.9% |
| Admin fee / account holder | $1,511 | $12,125-87.5% | $10,264-85.3% | $11,599-87.0% |