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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 | $252,439 | $109,872+129.8% | $98,483+156.3% | $167,536+50.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.38% | 1959.31%-1940.9pp | 1494.38%-1476.0pp | 478.82%-460.4pp |
| Employer contribution / active EE | $2,606 | $3,225-19.2% | $2,961-12.0% | $4,839-46.2% |
| Participant deferral / active EE | $4,108 | $4,673-12.1% | $4,276-3.9% | $6,342-35.2% |
| Admin fee / account holder | $5,037 | $6,757-25.5% | $5,953-15.4% | $12,315-59.1% |