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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 | $289,361 | $129,737+123.0% | $119,126+142.9% | $154,746+87.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.37% | 379.08%-362.7pp | 282.11%-265.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $5,003 | $4,375+14.3% | $4,034+24.0% | $4,379+14.2% |
| Participant deferral / active EE | $7,903 | $5,842+35.3% | $5,318+48.6% | $6,730+17.4% |
| Admin fee / account holder | $15,697 | $11,961+31.2% | $10,693+46.8% | $14,365+9.3% |