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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 | $288,110 | $185,312+55.5% | $161,489+78.4% | $154,746+86.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 135.74% | 103.84%+31.9pp | 89.72%+46.0pp | 172.34%-36.6pp |
| Employer contribution / active EE | $9,094 | $4,769+90.7% | $4,268+113.1% | $4,379+107.7% |
| Participant deferral / active EE | $8,377 | $6,350+31.9% | $5,630+48.8% | $6,730+24.5% |
| Admin fee / account holder | $1,098 | $18,654-94.1% | $16,006-93.1% | $14,365-92.4% |