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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 | $354,619 | $107,944+228.5% | $91,994+285.5% | $152,885+132.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 16.10% | 89.26%-73.2pp | 69.03%-52.9pp | 345.39%-329.3pp |
| Employer contribution / active EE | $32,846 | $4,210+680.1% | $3,452+851.5% | $4,763+589.6% |
| Participant deferral / active EE | $22,600 | $6,365+255.1% | $5,923+281.5% | $5,851+286.3% |
| Admin fee / account holder | $1,678 | $10,521-84.1% | $7,743-78.3% | $11,598-85.5% |