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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 | $287,613 | $105,158+173.5% | $94,672+203.8% | $139,487+106.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.82% | 38.11%-18.3pp | 156.89%-137.1pp | 373.84%-354.0pp |
| Employer contribution / active EE | $10,000 | $4,107+143.5% | $3,673+172.3% | $4,755+110.3% |
| Participant deferral / active EE | $15,450 | $7,599+103.3% | $7,417+108.3% | $6,713+130.2% |
| Admin fee / account holder | $2,500 | $8,972-72.1% | $7,222-65.4% | $11,407-78.1% |