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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 | $324,759 | $165,399+96.3% | $149,745+116.9% | $158,982+104.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.37% | 348.34%-328.0pp | 276.72%-256.3pp | 302.99%-282.6pp |
| Employer contribution / active EE | $1,140 | $5,105-77.7% | $4,646-75.5% | $4,763-76.1% |
| Participant deferral / active EE | $9,478 | $7,183+32.0% | $6,843+38.5% | $5,983+58.4% |
| Admin fee / account holder | $11,387 | $10,811+5.3% | $9,312+22.3% | $11,252+1.2% |