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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 | $268,204 | $209,428+28.1% | $178,498+50.3% | $158,950+68.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.78% | 188.78%-180.0pp | 151.09%-142.3pp | 302.91%-294.1pp |
| Employer contribution / active EE | $13,649 | $5,707+139.1% | $5,011+172.4% | $4,762+186.6% |
| Participant deferral / active EE | $11,421 | $5,955+91.8% | $5,202+119.5% | $5,983+90.9% |
| Admin fee / account holder | $3,711 | $17,077-78.3% | $13,985-73.5% | $11,248-67.0% |