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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 | $289,652 | $217,432+33.2% | $185,851+55.9% | $167,553+72.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.84% | 148.43%-137.6pp | 122.11%-111.3pp | 478.89%-468.0pp |
| Employer contribution / active EE | $7,222 | $5,874+22.9% | $5,168+39.7% | $4,840+49.2% |
| Participant deferral / active EE | $4,023 | $6,357-36.7% | $5,569-27.8% | $6,343-36.6% |
| Admin fee / account holder | $4,796 | $19,820-75.8% | $16,245-70.5% | $12,316-61.1% |