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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 | $271,505 | $108,882+149.4% | $96,754+180.6% | $154,746+75.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 13.65% | 98.39%-84.7pp | 82.04%-68.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $12,443 | $3,018+312.3% | $2,679+364.4% | $4,379+184.1% |
| Participant deferral / active EE | $22,282 | $5,323+318.6% | $4,758+368.3% | $6,730+231.1% |
| Admin fee / account holder | $2,232 | $10,200-78.1% | $8,905-74.9% | $14,365-84.5% |