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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 | $326,028 | $165,381+97.1% | $149,730+117.7% | $158,966+105.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.69% | 348.29%-330.6pp | 276.70%-259.0pp | 302.95%-285.3pp |
| Employer contribution / active EE | $4,940 | $5,104-3.2% | $4,645+6.3% | $4,762+3.7% |
| Participant deferral / active EE | $11,653 | $7,182+62.3% | $6,843+70.3% | $5,983+94.8% |
| Admin fee / account holder | $12,572 | $10,809+16.3% | $9,310+35.0% | $11,250+11.7% |