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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 | $281,202 | $157,296+78.8% | $141,191+99.2% | $152,897+83.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.32% | 64.34%-47.0pp | 71.41%-54.1pp | 345.43%-328.1pp |
| Employer contribution / active EE | $9,542 | $5,262+81.3% | $4,736+101.5% | $4,764+100.3% |
| Participant deferral / active EE | $4,600 | $7,111-35.3% | $6,710-31.5% | $5,851-21.4% |
| Admin fee / account holder | $23,918 | $12,125+97.3% | $10,264+133.0% | $11,599+106.2% |