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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 | $274,176 | $129,737+111.3% | $119,126+130.2% | $154,746+77.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.71% | 379.08%-363.4pp | 282.11%-266.4pp | 172.34%-156.6pp |
| Employer contribution / active EE | $4,880 | $4,375+11.6% | $4,034+21.0% | $4,379+11.4% |
| Participant deferral / active EE | $14,291 | $5,842+144.6% | $5,318+168.7% | $6,730+112.3% |
| Admin fee / account holder | $3,533 | $11,961-70.5% | $10,693-67.0% | $14,365-75.4% |