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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 | $317,489 | $157,296+101.8% | $141,191+124.9% | $152,897+107.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.42% | 64.34%-45.9pp | 71.41%-53.0pp | 345.43%-327.0pp |
| Employer contribution / active EE | $3,210 | $5,262-39.0% | $4,736-32.2% | $4,764-32.6% |
| Participant deferral / active EE | $11,791 | $7,111+65.8% | $6,710+75.7% | $5,851+101.5% |
| Admin fee / account holder | $3,749 | $12,125-69.1% | $10,264-63.5% | $11,599-67.7% |