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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 | $297,282 | $150,197+97.9% | $120,368+147.0% | $145,959+103.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.96% | 154.26%-133.3pp | 107.26%-86.3pp | 561.95%-541.0pp |
| Employer contribution / active EE | $3,846 | $4,350-11.6% | $3,465+11.0% | $4,661-17.5% |
| Participant deferral / active EE | $4,692 | $6,174-24.0% | $4,991-6.0% | $6,689-29.8% |
| Admin fee / account holder | $568 | $12,216-95.4% | $9,429-94.0% | $13,398-95.8% |