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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 | $260,195 | $175,231+48.5% | $149,696+73.8% | $139,466+86.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.30% | 166.77%-154.5pp | 134.46%-122.2pp | 373.66%-361.4pp |
| Employer contribution / active EE | $1,133 | $5,478-79.3% | $4,821-76.5% | $4,754-76.2% |
| Participant deferral / active EE | $10,295 | $6,521+57.9% | $5,682+81.2% | $6,712+53.4% |
| Admin fee / account holder | $438 | $16,155-97.3% | $13,212-96.7% | $11,409-96.2% |