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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 | $263,212 | $166,089+58.5% | $164,928+59.6% | $145,978+80.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.96% | 100.26%-85.3pp | 70.08%-55.1pp | 550.52%-535.6pp |
| Employer contribution / active EE | $8,277 | $5,276+56.9% | $4,343+90.6% | $4,662+77.5% |
| Participant deferral / active EE | $8,635 | $6,961+24.0% | $6,034+43.1% | $6,690+29.1% |
| Admin fee / account holder | $3,874 | $16,641-76.7% | $12,684-69.5% | $13,400-71.1% |