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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 | $309,759 | $114,119+171.4% | $107,187+189.0% | $138,895+123.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.98% | 273.21%-261.2pp | 204.55%-192.6pp | 145.39%-133.4pp |
| Employer contribution / active EE | $8,980 | $4,059+121.3% | $3,782+137.4% | $4,194+114.1% |
| Participant deferral / active EE | $17,840 | $5,538+222.2% | $5,096+250.1% | $6,396+178.9% |
| Admin fee / account holder | $1,355 | $10,024-86.5% | $9,162-85.2% | $12,562-89.2% |