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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 | $289,959 | $129,737+123.5% | $119,126+143.4% | $154,746+87.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.96% | 379.08%-362.1pp | 282.11%-265.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $2,308 | $4,375-47.3% | $4,034-42.8% | $4,379-47.3% |
| Participant deferral / active EE | $5,403 | $5,842-7.5% | $5,318+1.6% | $6,730-19.7% |
| Admin fee / account holder | $12,404 | $11,961+3.7% | $10,693+16.0% | $14,365-13.7% |