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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 | $307,735 | $162,136+89.8% | $152,301+102.1% | $154,746+98.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.51% | 91.02%-70.5pp | 80.50%-60.0pp | 172.34%-151.8pp |
| Employer contribution / active EE | $10,046 | $4,890+105.4% | $4,624+117.2% | $4,379+129.4% |
| Participant deferral / active EE | $20,091 | $8,341+140.9% | $8,004+151.0% | $6,730+198.5% |
| Admin fee / account holder | $3,635 | $15,759-76.9% | $14,398-74.8% | $14,365-74.7% |