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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 | $277,137 | $176,120+57.4% | $159,487+73.8% | $167,553+65.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.98% | 331.95%-307.0pp | 263.71%-238.7pp | 478.89%-453.9pp |
| Employer contribution / active EE | $3,906 | $5,299-26.3% | $4,831-19.1% | $4,840-19.3% |
| Participant deferral / active EE | $5,859 | $7,752-24.4% | $7,354-20.3% | $6,343-7.6% |
| Admin fee / account holder | $1,846 | $12,561-85.3% | $10,804-82.9% | $12,316-85.0% |