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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 | $257,075 | $210,698+22.0% | $178,014+44.4% | $145,959+76.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.34% | 386.27%-366.9pp | 294.80%-275.5pp | 561.95%-542.6pp |
| Employer contribution / active EE | $12,733 | $4,567+178.8% | $3,950+222.4% | $4,661+173.2% |
| Participant deferral / active EE | $8,117 | $6,958+16.6% | $6,276+29.3% | $6,689+21.4% |
| Admin fee / account holder | $2,902 | $12,016-75.9% | $10,362-72.0% | $13,398-78.3% |