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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 | $324,014 | $165,399+95.9% | $149,745+116.4% | $158,982+103.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.80% | 348.34%-338.5pp | 276.72%-266.9pp | 302.99%-293.2pp |
| Employer contribution / active EE | $5,956 | $5,105+16.7% | $4,646+28.2% | $4,763+25.1% |
| Participant deferral / active EE | $7,118 | $7,183-0.9% | $6,843+4.0% | $5,983+19.0% |
| Admin fee / account holder | $8,286 | $10,811-23.4% | $9,312-11.0% | $11,252-26.4% |