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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 | $319,835 | $132,099+142.1% | $115,599+176.7% | $138,895+130.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 19.79% | 176.76%-157.0pp | 111.10%-91.3pp | 145.39%-125.6pp |
| Employer contribution / active EE | $2,784 | $3,416-18.5% | $2,955-5.8% | $4,194-33.6% |
| Participant deferral / active EE | $17,491 | $5,617+211.4% | $4,889+257.7% | $6,396+173.5% |
| Admin fee / account holder | $12,392 | $15,650-20.8% | $12,841-3.5% | $12,562-1.4% |