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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 | $286,086 | $107,363+166.5% | $92,909+207.9% | $152,897+87.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.21% | 145.63%-123.4pp | 109.44%-87.2pp | 345.43%-323.2pp |
| Employer contribution / active EE | $2,231 | $4,222-47.2% | $3,653-38.9% | $4,764-53.2% |
| Participant deferral / active EE | $15,249 | $4,848+214.6% | $4,238+259.8% | $5,851+160.6% |
| Admin fee / account holder | $1,412 | $7,082-80.1% | $5,795-75.6% | $11,599-87.8% |