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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 | $285,251 | $149,679+90.6% | $117,039+143.7% | $147,586+93.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 10.38% | 19.31%-8.9pp | 18.95%-8.6pp | 578.59%-568.2pp |
| Employer contribution / active EE | $20,258 | $4,937+310.4% | $3,785+435.3% | $4,876+315.4% |
| Participant deferral / active EE | $7,817 | $4,912+59.1% | $3,929+98.9% | $5,439+43.7% |
| Admin fee / account holder | $18,148 | $7,856+131.0% | $5,974+203.8% | $10,886+66.7% |