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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 | $320,018 | $196,972+62.5% | $182,262+75.6% | $198,609+61.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.58% | 158.27%-144.7pp | 140.60%-127.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $10,932 | $5,364+103.8% | $5,046+116.7% | $5,055+116.3% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $11,859 | $18,429-35.6% | $16,712-29.0% | $19,030-37.7% |