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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 | $384,820 | $165,361+132.7% | $149,715+157.0% | $158,950+142.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.39% | 348.24%-334.8pp | 276.66%-263.3pp | 302.91%-289.5pp |
| Employer contribution / active EE | $983 | $5,103-80.7% | $4,645-78.8% | $4,762-79.4% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $16,081 | $10,808+48.8% | $9,310+72.7% | $11,248+43.0% |