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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 | $319,485 | $209,428+52.6% | $178,498+79.0% | $158,950+101.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.79% | 188.78%-177.0pp | 151.09%-139.3pp | 302.91%-291.1pp |
| Employer contribution / active EE | $10,651 | $5,707+86.6% | $5,011+112.5% | $4,762+123.7% |
| Participant deferral / active EE | $11,665 | $5,955+95.9% | $5,202+124.2% | $5,983+95.0% |
| Admin fee / account holder | $716 | $17,077-95.8% | $13,985-94.9% | $11,248-93.6% |