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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 | $357,066 | $183,539+94.5% | $155,556+129.5% | $145,897+144.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.06% | 61.31%-52.3pp | 64.84%-55.8pp | 552.29%-543.2pp |
| Employer contribution / active EE | $1,792 | $5,315-66.3% | $4,675-61.7% | $4,663-61.6% |
| Participant deferral / active EE | $10,093 | $6,467+56.1% | $5,631+79.2% | $6,689+50.9% |
| Admin fee / account holder | $3,304 | $19,275-82.9% | $15,885-79.2% | $13,390-75.3% |