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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 | $411,314 | $208,088+97.7% | $186,193+120.9% | $154,746+165.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.43% | 89.97%-74.5pp | 78.03%-62.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $24,642 | $4,340+467.8% | $3,918+528.9% | $4,379+462.7% |
| Participant deferral / active EE | $14,656 | $7,078+107.1% | $6,513+125.0% | $6,730+117.8% |
| Admin fee / account holder | $3,826 | $11,698-67.3% | $11,058-65.4% | $14,365-73.4% |