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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 | $393,183 | $227,399+72.9% | $189,758+107.2% | $198,609+98.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.09% | 61.03%-50.9pp | 52.62%-42.5pp | 202.70%-192.6pp |
| Employer contribution / active EE | $12,334 | $5,526+123.2% | $4,767+158.8% | $5,055+144.0% |
| Participant deferral / active EE | $15,377 | $6,837+124.9% | $5,856+162.6% | $6,977+120.4% |
| Admin fee / account holder | $3,220 | $25,162-87.2% | $20,388-84.2% | $19,030-83.1% |