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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 | $263,411 | $175,257+50.3% | $149,717+75.9% | $139,456+88.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.05% | 166.70%-151.7pp | 134.41%-119.4pp | 373.45%-358.4pp |
| Employer contribution / active EE | $8,927 | $5,477+63.0% | $4,820+85.2% | $4,753+87.8% |
| Participant deferral / active EE | $7,529 | $6,521+15.5% | $5,682+32.5% | $6,711+12.2% |
| Admin fee / account holder | $2,477 | $16,156-84.7% | $13,213-81.2% | $11,407-78.3% |