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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% | $155,574+92.7% | $145,877+105.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.43% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $10,744 | $5,317+102.1% | $4,676+129.8% | $4,663+130.4% |
| Participant deferral / active EE | $8,214 | $6,466+27.0% | $5,629+45.9% | $6,691+22.8% |
| Admin fee / account holder | $3,345 | $19,316-82.7% | $15,914-79.0% | $13,402-75.0% |