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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 | $274,178 | $72,071+280.4% | $68,368+301.0% | $137,256+99.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.87% | 353.14%-335.3pp | 292.57%-274.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $22,284 | $2,788+699.3% | $2,649+741.3% | $4,156+436.2% |
| Participant deferral / active EE | $12,894 | $4,410+192.4% | $4,123+212.8% | $6,407+101.3% |
| Admin fee / account holder | $13,259 | $5,336+148.5% | $5,150+157.5% | $12,270+8.1% |