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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 | $285,310 | $232,540+22.7% | $185,117+54.1% | $147,586+93.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.65% | 43.03%-25.4pp | 40.50%-22.8pp | 578.59%-560.9pp |
| Employer contribution / active EE | $1,889 | $5,195-63.6% | $4,182-54.8% | $4,876-61.3% |
| Participant deferral / active EE | $8,458 | $5,834+45.0% | $5,045+67.6% | $5,439+55.5% |
| Admin fee / account holder | $7,630 | $10,275-25.7% | $8,159-6.5% | $10,886-29.9% |