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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 | $350,541 | $209,425+67.4% | $178,499+96.4% | $158,966+120.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.81% | 188.80%-180.0pp | 151.10%-142.3pp | 302.95%-294.1pp |
| Employer contribution / active EE | $3,576 | $5,707-37.4% | $5,011-28.6% | $4,762-24.9% |
| Participant deferral / active EE | $10,400 | $5,955+74.6% | $5,202+99.9% | $5,983+73.8% |
| Admin fee / account holder | $3,238 | $17,078-81.0% | $13,986-76.9% | $11,250-71.2% |