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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 | $388,298 | $196,972+97.1% | $182,262+113.0% | $198,609+95.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.40% | 158.27%-145.9pp | 140.60%-128.2pp | 202.70%-190.3pp |
| Employer contribution / active EE | $18,334 | $5,364+241.8% | $5,046+263.4% | $5,055+262.7% |
| Participant deferral / active EE | $12,870 | $8,643+48.9% | $8,276+55.5% | $6,977+84.5% |
| Admin fee / account holder | $6,667 | $18,429-63.8% | $16,712-60.1% | $19,030-65.0% |