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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 | $318,902 | $155,555+105.0% | $146,866+117.1% | $155,188+105.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 10.71% | 115.41%-104.7pp | 102.85%-92.1pp | 148.84%-138.1pp |
| Employer contribution / active EE | $15,971 | $4,647+243.7% | $4,425+260.9% | $4,248+276.0% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,971 | $14,755-66.3% | $13,620-63.5% | $14,480-65.7% |