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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 | $404,302 | $209,422+93.1% | $178,503+126.5% | $158,982+154.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 33.30% | 188.81%-155.5pp | 151.12%-117.8pp | 302.99%-269.7pp |
| Employer contribution / active EE | $4,304 | $5,707-24.6% | $5,011-14.1% | $4,763-9.6% |
| Participant deferral / active EE | $4,560 | $5,955-23.4% | $5,202-12.3% | $5,983-23.8% |
| Admin fee / account holder | $20,335 | $17,079+19.1% | $13,987+45.4% | $11,252+80.7% |