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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 | $372,636 | $166,089+124.4% | $164,928+125.9% | $145,978+155.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.46% | 100.26%-89.8pp | 70.08%-59.6pp | 550.52%-540.1pp |
| Employer contribution / active EE | $1,529 | $5,276-71.0% | $4,343-64.8% | $4,662-67.2% |
| Participant deferral / active EE | $21,639 | $6,961+210.8% | $6,034+258.6% | $6,690+223.5% |
| Admin fee / account holder | $4,274 | $16,641-74.3% | $12,684-66.3% | $13,400-68.1% |