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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 | $288,125 | $157,276+83.2% | $141,177+104.1% | $152,885+88.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.23% | 64.33%-40.1pp | 71.40%-47.2pp | 345.39%-321.2pp |
| Employer contribution / active EE | $13,419 | $5,262+155.0% | $4,736+183.4% | $4,763+181.7% |
| Participant deferral / active EE | $10,931 | $7,110+53.7% | $6,710+62.9% | $5,851+86.8% |
| Admin fee / account holder | $1,564 | $12,123-87.1% | $10,263-84.8% | $11,598-86.5% |