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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 | $326,530 | $135,645+140.7% | $110,243+196.2% | $135,380+141.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 10.27% | 513.24%-503.0pp | 314.76%-304.5pp | 519.81%-509.5pp |
| Employer contribution / active EE | $3,499 | $4,907-28.7% | $3,827-8.6% | $4,779-26.8% |
| Participant deferral / active EE | $11,500 | $5,507+108.8% | $4,672+146.1% | $5,609+105.0% |
| Admin fee / account holder | $10,015 | $11,458-12.6% | $8,548+17.2% | $10,828-7.5% |