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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 | $281,008 | $157,304+78.6% | $141,197+99.0% | $152,909+83.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 40.25% | 64.34%-24.1pp | 71.41%-31.2pp | 345.46%-305.2pp |
| Employer contribution / active EE | $2,953 | $5,263-43.9% | $4,736-37.6% | $4,764-38.0% |
| Participant deferral / active EE | $7,015 | $7,111-1.4% | $6,710+4.5% | $5,851+19.9% |
| Admin fee / account holder | $1,965 | $12,126-83.8% | $10,265-80.9% | $11,601-83.1% |