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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 | $347,971 | $198,457+75.3% | $170,435+104.2% | $147,586+135.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.72% | 257.30%-245.6pp | 205.94%-194.2pp | 578.59%-566.9pp |
| Employer contribution / active EE | $9,148 | $6,183+48.0% | $5,432+68.4% | $4,876+87.6% |
| Participant deferral / active EE | $9,464 | $5,629+68.1% | $4,939+91.6% | $5,439+74.0% |
| Admin fee / account holder | $5,020 | $16,852-70.2% | $13,881-63.8% | $10,886-53.9% |