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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 | $376,145 | $217,427+73.0% | $185,837+102.4% | $167,518+124.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.87% | 148.39%-137.5pp | 122.08%-111.2pp | 478.71%-467.8pp |
| Employer contribution / active EE | $5,573 | $5,874-5.1% | $5,168+7.8% | $4,838+15.2% |
| Participant deferral / active EE | $4,786 | $6,357-24.7% | $5,568-14.1% | $6,342-24.5% |
| Admin fee / account holder | $3,542 | $19,816-82.1% | $16,241-78.2% | $12,312-71.2% |