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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 | $313,885 | $183,627+70.9% | $155,602+101.7% | $145,978+115.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.11% | 61.32%-37.2pp | 64.81%-40.7pp | 550.52%-526.4pp |
| Employer contribution / active EE | $9,994 | $5,316+88.0% | $4,675+113.8% | $4,662+114.4% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,804 | $19,327-64.8% | $15,923-57.3% | $13,400-49.2% |