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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 | $278,335 | $175,257+58.8% | $149,717+85.9% | $139,456+99.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.73% | 166.70%-152.0pp | 134.41%-119.7pp | 373.45%-358.7pp |
| Employer contribution / active EE | $7,375 | $5,477+34.7% | $4,820+53.0% | $4,753+55.2% |
| Participant deferral / active EE | $6,769 | $6,521+3.8% | $5,682+19.1% | $6,711+0.9% |
| Admin fee / account holder | $12,272 | $16,156-24.0% | $13,213-7.1% | $11,407+7.6% |