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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 | $302,035 | $209,422+44.2% | $178,503+69.2% | $158,982+90.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.13% | 188.81%-174.7pp | 151.12%-137.0pp | 302.99%-288.9pp |
| Employer contribution / active EE | $7,030 | $5,707+23.2% | $5,011+40.3% | $4,763+47.6% |
| Participant deferral / active EE | $6,133 | $5,955+3.0% | $5,202+17.9% | $5,983+2.5% |
| Admin fee / account holder | $1,759 | $17,079-89.7% | $13,987-87.4% | $11,252-84.4% |