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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 | $285,015 | $182,442+56.2% | $163,379+74.5% | $138,895+105.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 95.74% | 72.74%+23.0pp | 63.41%+32.3pp | 145.39%-49.7pp |
| Employer contribution / active EE | $5,662 | $4,159+36.1% | $3,752+50.9% | $4,194+35.0% |
| Participant deferral / active EE | $1,686 | $6,817-75.3% | $6,282-73.2% | $6,396-73.6% |
| Admin fee / account holder | $1,344 | $10,396-87.1% | $9,818-86.3% | $12,562-89.3% |