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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 | $256,536 | $183,516+39.8% | $155,534+64.9% | $145,884+75.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.91% | 61.43%-41.5pp | 64.92%-45.0pp | 551.85%-531.9pp |
| Employer contribution / active EE | $11,996 | $5,315+125.7% | $4,675+156.6% | $4,662+157.3% |
| Participant deferral / active EE | $16,409 | $6,467+153.7% | $5,630+191.4% | $6,690+145.3% |
| Admin fee / account holder | $1,436 | $19,293-92.6% | $15,900-91.0% | $13,392-89.3% |