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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 | $371,143 | $208,088+78.4% | $186,193+99.3% | $154,746+139.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 26.44% | 89.97%-63.5pp | 78.03%-51.6pp | 172.34%-145.9pp |
| Employer contribution / active EE | $1,275 | $4,340-70.6% | $3,918-67.5% | $4,379-70.9% |
| Participant deferral / active EE | $4,650 | $7,078-34.3% | $6,513-28.6% | $6,730-30.9% |
| Admin fee / account holder | $26,436 | $11,698+126.0% | $11,058+139.1% | $14,365+84.0% |