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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 | $345,322 | $196,972+75.3% | $182,262+89.5% | $198,609+73.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.32% | 158.27%-144.0pp | 140.60%-126.3pp | 202.70%-188.4pp |
| Employer contribution / active EE | $23,576 | $5,364+339.6% | $5,046+367.2% | $5,055+366.3% |
| Participant deferral / active EE | $12,696 | $8,643+46.9% | $8,276+53.4% | $6,977+82.0% |
| Admin fee / account holder | $2,259 | $18,429-87.7% | $16,712-86.5% | $19,030-88.1% |