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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 | $320,762 | $157,276+103.9% | $141,177+127.2% | $152,885+109.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.21% | 64.33%-37.1pp | 71.40%-44.2pp | 345.39%-318.2pp |
| Employer contribution / active EE | $8,876 | $5,262+68.7% | $4,736+87.4% | $4,763+86.3% |
| Participant deferral / active EE | $25,000 | $7,110+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $1,062 | $12,123-91.2% | $10,263-89.7% | $11,598-90.8% |