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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 | $315,073 | $198,457+58.8% | $170,435+84.9% | $147,586+113.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 29.31% | 257.30%-228.0pp | 205.94%-176.6pp | 578.59%-549.3pp |
| Employer contribution / active EE | $4,467 | $6,183-27.8% | $5,432-17.8% | $4,876-8.4% |
| Participant deferral / active EE | $9,002 | $5,629+59.9% | $4,939+82.2% | $5,439+65.5% |
| Admin fee / account holder | $2,170 | $16,852-87.1% | $13,881-84.4% | $10,886-80.1% |