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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 | $313,798 | $157,304+99.5% | $141,197+122.2% | $152,909+105.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.36% | 64.34%-42.0pp | 71.41%-49.0pp | 345.46%-323.1pp |
| Employer contribution / active EE | $11,777 | $5,263+123.8% | $4,736+148.7% | $4,764+147.2% |
| Participant deferral / active EE | $18,813 | $7,111+164.6% | $6,710+180.4% | $5,851+221.5% |
| Admin fee / account holder | $52,743 | $12,126+335.0% | $10,265+413.8% | $11,601+354.7% |