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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 | $296,151 | $154,754+91.4% | $124,206+138.4% | $138,895+113.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 19.93% | 709.28%-689.4pp | 515.27%-495.3pp | 145.39%-125.5pp |
| Employer contribution / active EE | $3,950 | $4,446-11.2% | $3,540+11.6% | $4,194-5.8% |
| Participant deferral / active EE | $1,979 | $4,621-57.2% | $3,968-50.1% | $6,396-69.1% |
| Admin fee / account holder | $1,052 | $6,690-84.3% | $5,929-82.2% | $12,562-91.6% |