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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 | $268,196 | $171,492+56.4% | $150,734+77.9% | $198,609+35.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 12.64% | 804.70%-792.1pp | 600.81%-588.2pp | 202.70%-190.1pp |
| Employer contribution / active EE | $3,448 | $5,470-37.0% | $4,918-29.9% | $5,055-31.8% |
| Participant deferral / active EE | $7,261 | $6,259+16.0% | $5,610+29.4% | $6,977+4.1% |
| Admin fee / account holder | $897 | $17,628-94.9% | $14,905-94.0% | $19,030-95.3% |