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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 | $352,647 | $157,296+124.2% | $141,191+149.8% | $152,897+130.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.77% | 64.34%-38.6pp | 71.41%-45.6pp | 345.43%-319.7pp |
| Employer contribution / active EE | $6,746 | $5,262+28.2% | $4,736+42.4% | $4,764+41.6% |
| Participant deferral / active EE | $16,435 | $7,111+131.1% | $6,710+144.9% | $5,851+180.9% |
| Admin fee / account holder | $2,256 | $12,125-81.4% | $10,264-78.0% | $11,599-80.5% |