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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 | $316,391 | $183,592+72.3% | $155,574+103.4% | $145,877+116.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.18% | 61.37%-48.2pp | 64.87%-51.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $24,616 | $5,317+363.0% | $4,676+426.5% | $4,663+427.9% |
| Participant deferral / active EE | $1,991 | $6,466-69.2% | $5,629-64.6% | $6,691-70.2% |
| Admin fee / account holder | $767 | $19,316-96.0% | $15,914-95.2% | $13,402-94.3% |