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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 | $283,639 | $183,627+54.5% | $155,602+82.3% | $145,978+94.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.04% | 61.32%-51.3pp | 64.81%-54.8pp | 550.52%-540.5pp |
| Employer contribution / active EE | $6,595 | $5,316+24.1% | $4,675+41.1% | $4,662+41.5% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,807 | $19,327-44.1% | $15,923-32.1% | $13,400-19.4% |