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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 | $365,409 | $217,392+68.1% | $185,818+96.6% | $167,497+118.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.25% | 148.37%-134.1pp | 122.06%-107.8pp | 478.62%-464.4pp |
| Employer contribution / active EE | $8,933 | $5,873+52.1% | $5,168+72.9% | $4,838+84.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,410 | $19,813-87.8% | $16,239-85.2% | $12,310-80.4% |