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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 | $295,364 | $227,399+29.9% | $189,758+55.7% | $198,609+48.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.11% | 61.03%-47.9pp | 52.62%-39.5pp | 202.70%-189.6pp |
| Employer contribution / active EE | $15,000 | $5,526+171.4% | $4,767+214.7% | $5,055+196.7% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,525 | $25,162-93.9% | $20,388-92.5% | $19,030-92.0% |