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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 | $270,274 | $217,432+24.3% | $185,851+45.4% | $167,553+61.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.13% | 148.43%-134.3pp | 122.11%-108.0pp | 478.89%-464.8pp |
| Employer contribution / active EE | $1,967 | $5,874-66.5% | $5,168-61.9% | $4,840-59.4% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,479 | $19,820-87.5% | $16,245-84.7% | $12,316-79.9% |