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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 | $395,152 | $183,988+114.8% | $162,177+143.7% | $152,897+158.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.74% | 150.79%-133.0pp | 115.60%-97.9pp | 345.43%-327.7pp |
| Employer contribution / active EE | $11,477 | $6,370+80.2% | $5,613+104.5% | $4,764+140.9% |
| Participant deferral / active EE | $7,200 | $8,032-10.4% | $7,297-1.3% | $5,851+23.1% |
| Admin fee / account holder | $11,158 | $13,123-15.0% | $10,843+2.9% | $11,599-3.8% |