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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 | $332,037 | $183,539+80.9% | $155,556+113.5% | $145,897+127.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.35% | 61.31%-51.0pp | 64.84%-54.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $9,880 | $5,315+85.9% | $4,675+111.3% | $4,663+111.9% |
| Participant deferral / active EE | $7,750 | $6,467+19.8% | $5,631+37.6% | $6,689+15.9% |
| Admin fee / account holder | $3,410 | $19,275-82.3% | $15,885-78.5% | $13,390-74.5% |