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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 | $366,278 | $197,625+85.3% | $177,840+106.0% | $158,966+130.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.35% | 58.76%-44.4pp | 48.32%-34.0pp | 302.95%-288.6pp |
| Employer contribution / active EE | $10,200 | $6,698+52.3% | $5,919+72.3% | $4,762+114.2% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,538 | $15,405-70.5% | $12,431-63.5% | $11,250-59.7% |