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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 | $260,154 | $198,457+31.1% | $170,435+52.6% | $147,586+76.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.29% | 257.30%-244.0pp | 205.94%-192.6pp | 578.59%-565.3pp |
| Employer contribution / active EE | $6,736 | $6,183+8.9% | $5,432+24.0% | $4,876+38.1% |
| Participant deferral / active EE | $5,519 | $5,629-2.0% | $4,939+11.7% | $5,439+1.5% |
| Admin fee / account holder | $4,200 | $16,852-75.1% | $13,881-69.7% | $10,886-61.4% |