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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 | $289,478 | $157,296+84.0% | $141,191+105.0% | $152,897+89.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.14% | 64.34%-38.2pp | 71.41%-45.3pp | 345.43%-319.3pp |
| Employer contribution / active EE | $8,495 | $5,262+61.4% | $4,736+79.4% | $4,764+78.3% |
| Participant deferral / active EE | $9,325 | $7,111+31.1% | $6,710+39.0% | $5,851+59.4% |
| Admin fee / account holder | $1,788 | $12,125-85.3% | $10,264-82.6% | $11,599-84.6% |