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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 | $376,499 | $157,296+139.4% | $141,191+166.7% | $152,897+146.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.17% | 64.34%-42.2pp | 71.41%-49.2pp | 345.43%-323.3pp |
| Employer contribution / active EE | $12,601 | $5,262+139.5% | $4,736+166.1% | $4,764+164.5% |
| Participant deferral / active EE | $9,404 | $7,111+32.2% | $6,710+40.1% | $5,851+60.7% |
| Admin fee / account holder | $13,081 | $12,125+7.9% | $10,264+27.4% | $11,599+12.8% |