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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 | $294,852 | $166,131+77.5% | $164,975+78.7% | $145,877+102.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 35.85% | 100.37%-64.5pp | 70.12%-34.3pp | 551.28%-515.4pp |
| Employer contribution / active EE | $11,566 | $5,276+119.2% | $4,343+166.3% | $4,663+148.0% |
| Participant deferral / active EE | $18,660 | $6,962+168.0% | $6,033+209.3% | $6,691+178.9% |
| Admin fee / account holder | $1,113 | $16,648-93.3% | $12,688-91.2% | $13,402-91.7% |