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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 | $378,691 | $185,856+103.8% | $170,028+122.7% | $139,456+171.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.83% | 60.52%-43.7pp | 53.39%-36.6pp | 373.45%-356.6pp |
| Employer contribution / active EE | $24,903 | $7,593+228.0% | $6,788+266.9% | $4,753+424.0% |
| Participant deferral / active EE | $15,933 | $11,623+37.1% | $10,409+53.1% | $6,711+137.4% |
| Admin fee / account holder | $11,707 | $15,387-23.9% | $12,820-8.7% | $11,407+2.6% |