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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 | $355,233 | $157,296+125.8% | $141,191+151.6% | $152,897+132.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.56% | 64.34%-31.8pp | 71.41%-38.8pp | 345.43%-312.9pp |
| Employer contribution / active EE | $4,691 | $5,262-10.9% | $4,736-1.0% | $4,764-1.5% |
| Participant deferral / active EE | $12,188 | $7,111+71.4% | $6,710+81.6% | $5,851+108.3% |
| Admin fee / account holder | $986 | $12,125-91.9% | $10,264-90.4% | $11,599-91.5% |