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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 | $306,973 | $183,516+67.3% | $155,534+97.4% | $145,884+110.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.26% | 61.43%-42.2pp | 64.92%-45.7pp | 551.85%-532.6pp |
| Employer contribution / active EE | $2,354 | $5,315-55.7% | $4,675-49.7% | $4,662-49.5% |
| Participant deferral / active EE | $14,016 | $6,467+116.7% | $5,630+148.9% | $6,690+109.5% |
| Admin fee / account holder | $6,849 | $19,293-64.5% | $15,900-56.9% | $13,392-48.9% |