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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 | $299,829 | $183,592+63.3% | $155,567+92.7% | $145,959+105.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.43% | 61.24%-49.8pp | 64.74%-53.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $10,744 | $5,315+102.1% | $4,674+129.9% | $4,661+130.5% |
| Participant deferral / active EE | $8,214 | $6,464+27.1% | $5,628+45.9% | $6,689+22.8% |
| Admin fee / account holder | $3,345 | $19,318-82.7% | $15,916-79.0% | $13,398-75.0% |