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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 | $344,725 | $162,136+112.6% | $152,301+126.3% | $154,746+122.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.24% | 91.02%-77.8pp | 80.50%-67.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $2,530 | $4,890-48.3% | $4,624-45.3% | $4,379-42.2% |
| Participant deferral / active EE | $15,313 | $8,341+83.6% | $8,004+91.3% | $6,730+127.5% |
| Admin fee / account holder | $31,842 | $15,759+102.0% | $14,398+121.2% | $14,365+121.7% |