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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 | $300,681 | $125,190+140.2% | $105,624+184.7% | $145,897+106.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.27% | 225.22%-210.9pp | 116.20%-101.9pp | 552.29%-538.0pp |
| Employer contribution / active EE | $5,781 | $3,720+55.4% | $3,168+82.5% | $4,663+24.0% |
| Participant deferral / active EE | $10,029 | $5,716+75.5% | $5,013+100.1% | $6,689+49.9% |
| Admin fee / account holder | $1,293 | $17,138-92.5% | $10,961-88.2% | $13,390-90.3% |