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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 | $282,365 | $202,440+39.5% | $169,390+66.7% | $139,466+102.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.75% | 532.36%-516.6pp | 406.07%-390.3pp | 373.66%-357.9pp |
| Employer contribution / active EE | $23,082 | $4,693+391.8% | $4,013+475.2% | $4,754+385.5% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,462 | $10,722-58.4% | $9,015-50.5% | $11,409-60.9% |