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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 | $266,945 | $203,483+31.2% | $152,473+75.1% | $167,536+59.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 20.68% | 13.80%+6.9pp | 757.59%-736.9pp | 478.82%-458.1pp |
| Employer contribution / active EE | $5,247 | $5,219+0.5% | $4,326+21.3% | $4,839+8.4% |
| Participant deferral / active EE | $25,120 | $6,711+274.3% | $5,817+331.8% | $6,342+296.1% |
| Admin fee / account holder | $23,685 | $22,521+5.2% | $15,811+49.8% | $12,315+92.3% |