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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 | $253,022 | $168,635+50.0% | $147,617+71.4% | $125,389+101.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.34% | 77.65%-75.3pp | 61.98%-59.6pp | 282.24%-279.9pp |
| Employer contribution / active EE | $11,038 | $6,252+76.6% | $5,564+98.4% | $4,866+126.8% |
| Participant deferral / active EE | $7,322 | $5,507+33.0% | $4,895+49.6% | $5,352+36.8% |
| Admin fee / account holder | $4,467 | $13,580-67.1% | $11,612-61.5% | $9,541-53.2% |