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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 | $254,927 | $157,304+62.1% | $141,197+80.5% | $152,909+66.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 50.67% | 64.34%-13.7pp | 71.41%-20.7pp | 345.46%-294.8pp |
| Employer contribution / active EE | $3,127 | $5,263-40.6% | $4,736-34.0% | $4,764-34.4% |
| Participant deferral / active EE | $12,959 | $7,111+82.2% | $6,710+93.1% | $5,851+121.5% |
| Admin fee / account holder | $1,809 | $12,126-85.1% | $10,265-82.4% | $11,601-84.4% |