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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 | $255,551 | $202,326+26.3% | $172,745+47.9% | $152,870+67.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.98% | 1029.72%-1010.7pp | 802.90%-783.9pp | 345.34%-326.4pp |
| Employer contribution / active EE | $8,096 | $5,858+38.2% | $5,144+57.4% | $4,763+70.0% |
| Participant deferral / active EE | $7,970 | $5,948+34.0% | $5,197+53.3% | $5,850+36.2% |
| Admin fee / account holder | $1,566 | $17,110-90.8% | $13,954-88.8% | $11,597-86.5% |