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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 | $296,960 | $152,592+94.6% | $125,180+137.2% | $152,885+94.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.62% | 54.84%-34.2pp | 43.79%-23.2pp | 345.39%-324.8pp |
| Employer contribution / active EE | $2,278 | $4,947-54.0% | $3,866-41.1% | $4,763-52.2% |
| Participant deferral / active EE | $12,715 | $5,868+116.7% | $4,937+157.5% | $5,851+117.3% |
| Admin fee / account holder | $8,591 | $13,435-36.1% | $9,703-11.5% | $11,598-25.9% |