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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 | $302,881 | $85,030+256.2% | $70,525+329.5% | $139,427+117.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 50.08% | 30.35%+19.7pp | 32.76%+17.3pp | 373.27%-323.2pp |
| Employer contribution / active EE | $20,396 | $3,909+421.7% | $2,974+585.9% | $4,752+329.2% |
| Participant deferral / active EE | $22,500 | $5,891+281.9% | $4,567+392.6% | $6,711+235.3% |
| Admin fee / account holder | $2,264 | $8,908-74.6% | $6,413-64.7% | $11,404-80.1% |