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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 | $259,451 | $157,296+64.9% | $141,191+83.8% | $152,897+69.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.35% | 64.34%-45.0pp | 71.41%-52.1pp | 345.43%-326.1pp |
| Employer contribution / active EE | $2,808 | $5,262-46.6% | $4,736-40.7% | $4,764-41.0% |
| Participant deferral / active EE | $14,177 | $7,111+99.4% | $6,710+111.3% | $5,851+142.3% |
| Admin fee / account holder | $17,744 | $12,125+46.3% | $10,264+72.9% | $11,599+53.0% |