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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 | $258,649 | $132,634+95.0% | $115,768+123.4% | $137,256+88.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.33% | 160.70%-144.4pp | 100.46%-84.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $4,463 | $3,360+32.8% | $2,940+51.8% | $4,156+7.4% |
| Participant deferral / active EE | $5,603 | $5,619-0.3% | $4,917+13.9% | $6,407-12.6% |
| Admin fee / account holder | $11,760 | $15,028-21.7% | $12,439-5.5% | $12,270-4.2% |