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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 | $314,641 | $165,399+90.2% | $149,745+110.1% | $158,982+97.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.10% | 348.34%-333.2pp | 276.72%-261.6pp | 302.99%-287.9pp |
| Employer contribution / active EE | $9,667 | $5,105+89.4% | $4,646+108.1% | $4,763+103.0% |
| Participant deferral / active EE | $7,084 | $7,183-1.4% | $6,843+3.5% | $5,983+18.4% |
| Admin fee / account holder | $7,224 | $10,811-33.2% | $9,312-22.4% | $11,252-35.8% |