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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 | $99,053+174.1% | $88,179+207.9% | $138,895+95.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 13.65% | 78.17%-64.5pp | 64.97%-51.3pp | 145.39%-131.7pp |
| Employer contribution / active EE | $12,443 | $2,882+331.7% | $2,549+388.1% | $4,194+196.7% |
| Participant deferral / active EE | $22,282 | $5,225+326.4% | $4,614+383.0% | $6,396+248.4% |
| Admin fee / account holder | $2,232 | $8,748-74.5% | $7,673-70.9% | $12,562-82.2% |