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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 | $361,093 | $175,231+106.1% | $149,696+141.2% | $139,466+158.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.73% | 166.77%-142.0pp | 134.46%-109.7pp | 373.66%-348.9pp |
| Employer contribution / active EE | $5,743 | $5,478+4.8% | $4,821+19.1% | $4,754+20.8% |
| Participant deferral / active EE | $2,500 | $6,521-61.7% | $5,682-56.0% | $6,712-62.8% |
| Admin fee / account holder | $3,389 | $16,155-79.0% | $13,212-74.4% | $11,409-70.3% |