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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 | $289,717 | $157,296+84.2% | $141,191+105.2% | $152,897+89.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.99% | 64.34%-37.3pp | 71.41%-44.4pp | 345.43%-318.4pp |
| Employer contribution / active EE | $4,755 | $5,262-9.6% | $4,736+0.4% | $4,764-0.2% |
| Participant deferral / active EE | $10,904 | $7,111+53.3% | $6,710+62.5% | $5,851+86.4% |
| Admin fee / account holder | $43,804 | $12,125+261.3% | $10,264+326.8% | $11,599+277.6% |