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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 | $287,033 | $150,435+90.8% | $120,580+138.0% | $145,897+96.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 11.65% | 154.60%-142.9pp | 107.48%-95.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,746 | $4,352-36.9% | $3,469-20.8% | $4,663-41.1% |
| Participant deferral / active EE | $2,746 | $6,174-55.5% | $4,995-45.0% | $6,689-58.9% |
| Admin fee / account holder | $1,152 | $12,182-90.5% | $9,418-87.8% | $13,390-91.4% |