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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 | $290,056 | $100,139+189.7% | $85,187+240.5% | $145,884+98.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 28.19% | 84.15%-56.0pp | 66.67%-38.5pp | 551.85%-523.7pp |
| Employer contribution / active EE | $3,621 | $3,238+11.8% | $2,732+32.5% | $4,662-22.3% |
| Participant deferral / active EE | $3,186 | $5,296-39.8% | $4,525-29.6% | $6,690-52.4% |
| Admin fee / account holder | $632 | $7,262-91.3% | $6,162-89.8% | $13,392-95.3% |