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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 | $348,155 | $226,135+54.0% | $182,558+90.7% | $152,909+127.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.28% | 192.60%-170.3pp | 148.59%-126.3pp | 345.46%-323.2pp |
| Employer contribution / active EE | $12,881 | $4,979+158.7% | $4,076+216.0% | $4,764+170.4% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,396 | $10,707-30.9% | $8,594-13.9% | $11,601-36.2% |