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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 | $167,030+77.3% | $135,768+118.1% | $155,188+90.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 19.93% | 678.39%-658.5pp | 526.10%-506.2pp | 148.84%-128.9pp |
| Employer contribution / active EE | $3,950 | $4,132-4.4% | $3,394+16.4% | $4,248-7.0% |
| Participant deferral / active EE | $1,979 | $4,528-56.3% | $3,977-50.2% | $6,531-69.7% |
| Admin fee / account holder | $1,052 | $8,172-87.1% | $7,048-85.1% | $14,480-92.7% |