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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 | $335,186 | $217,427+54.2% | $185,837+80.4% | $167,518+100.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.69% | 148.39%-133.7pp | 122.08%-107.4pp | 478.71%-464.0pp |
| Employer contribution / active EE | $2,826 | $5,874-51.9% | $5,168-45.3% | $4,838-41.6% |
| Participant deferral / active EE | $9,760 | $6,357+53.5% | $5,568+75.3% | $6,342+53.9% |
| Admin fee / account holder | $2,942 | $19,816-85.2% | $16,241-81.9% | $12,312-76.1% |