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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 | $250,878 | $165,361+51.7% | $149,715+67.6% | $158,950+57.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.10% | 348.24%-339.1pp | 276.66%-267.6pp | 302.91%-293.8pp |
| Employer contribution / active EE | $3,969 | $5,103-22.2% | $4,645-14.5% | $4,762-16.7% |
| Participant deferral / active EE | $3,772 | $7,182-47.5% | $6,842-44.9% | $5,983-37.0% |
| Admin fee / account holder | $1,502 | $10,808-86.1% | $9,310-83.9% | $11,248-86.6% |