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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 | $298,786 | $157,276+90.0% | $141,177+111.6% | $152,885+95.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.03% | 64.33%-44.3pp | 71.40%-51.4pp | 345.39%-325.4pp |
| Employer contribution / active EE | $5,628 | $5,262+7.0% | $4,736+18.9% | $4,763+18.2% |
| Participant deferral / active EE | $12,148 | $7,110+70.8% | $6,710+81.0% | $5,851+107.6% |
| Admin fee / account holder | $9,138 | $12,123-24.6% | $10,263-11.0% | $11,598-21.2% |