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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 | $290,031 | $196,972+47.2% | $182,262+59.1% | $198,609+46.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.63% | 158.27%-144.6pp | 140.60%-127.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $1,750 | $5,364-67.4% | $5,046-65.3% | $5,055-65.4% |
| Participant deferral / active EE | $5,593 | $8,643-35.3% | $8,276-32.4% | $6,977-19.8% |
| Admin fee / account holder | $1,526 | $18,429-91.7% | $16,712-90.9% | $19,030-92.0% |