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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 | $285,357 | $94,439+202.2% | $73,658+287.4% | $154,746+84.4% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 342.00% | 28.25%+313.8pp | 29.72%+312.3pp | 172.34%+169.7pp |
| Employer contribution / active EE | $1,014 | $1,257-19.3% | $1,032-1.8% | $4,379-76.8% |
| Participant deferral / active EE | $1,483 | $2,527-41.3% | $2,062-28.1% | $6,730-78.0% |
| Admin fee / account holder | $2,463 | $3,843-35.9% | $3,357-26.6% | $14,365-82.9% |