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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 | $372,620 | $132,634+180.9% | $115,768+221.9% | $137,256+171.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.64% | 160.70%-143.1pp | 100.46%-82.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $5,300 | $3,360+57.8% | $2,940+80.3% | $4,156+27.5% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,557 | $15,028+3.5% | $12,439+25.1% | $12,270+26.8% |