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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 | $111,535+213.9% | $105,223+232.7% | $137,256+155.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.34% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $10,035 | $3,939+154.7% | $3,689+172.1% | $4,156+141.5% |
| Participant deferral / active EE | $21,333 | $5,500+287.9% | $5,072+320.6% | $6,407+233.0% |
| Admin fee / account holder | $2,406 | $9,721-75.3% | $8,859-72.8% | $12,270-80.4% |