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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 | $350,131 | $129,737+169.9% | $119,126+193.9% | $154,746+126.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.34% | 379.08%-363.7pp | 282.11%-266.8pp | 172.34%-157.0pp |
| Employer contribution / active EE | $10,035 | $4,375+129.4% | $4,034+148.8% | $4,379+129.2% |
| Participant deferral / active EE | $21,333 | $5,842+265.2% | $5,318+301.2% | $6,730+217.0% |
| Admin fee / account holder | $2,406 | $11,961-79.9% | $10,693-77.5% | $14,365-83.3% |