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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 | $258,659 | $107,363+140.9% | $92,909+178.4% | $152,897+69.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.56% | 145.63%-126.1pp | 109.44%-89.9pp | 345.43%-325.9pp |
| Employer contribution / active EE | $9,747 | $4,222+130.9% | $3,653+166.8% | $4,764+104.6% |
| Participant deferral / active EE | $5,524 | $4,848+14.0% | $4,238+30.4% | $5,851-5.6% |
| Admin fee / account holder | $18,976 | $7,082+168.0% | $5,795+227.4% | $11,599+63.6% |