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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 | $132,099+182.1% | $115,599+222.3% | $138,895+168.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 17.64% | 176.76%-159.1pp | 111.10%-93.5pp | 145.39%-127.8pp |
| Employer contribution / active EE | $5,300 | $3,416+55.2% | $2,955+79.3% | $4,194+26.4% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $15,557 | $15,650-0.6% | $12,841+21.2% | $12,562+23.8% |