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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 | $264,695 | $183,539+44.2% | $155,556+70.2% | $145,897+81.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.15% | 61.31%-48.2pp | 64.84%-51.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $6,800 | $5,315+27.9% | $4,675+45.4% | $4,663+45.8% |
| Participant deferral / active EE | $6,390 | $6,467-1.2% | $5,631+13.5% | $6,689-4.5% |
| Admin fee / account holder | $5,945 | $19,275-69.2% | $15,885-62.6% | $13,390-55.6% |