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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 | $330,053 | $114,119+189.2% | $107,187+207.9% | $138,895+137.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.44% | 273.21%-257.8pp | 204.55%-189.1pp | 145.39%-130.0pp |
| Employer contribution / active EE | $3,274 | $4,059-19.3% | $3,782-13.4% | $4,194-21.9% |
| Participant deferral / active EE | $16,230 | $5,538+193.1% | $5,096+218.5% | $6,396+153.8% |
| Admin fee / account holder | $1,190 | $10,024-88.1% | $9,162-87.0% | $12,562-90.5% |