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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 | $460,073 | $289,211+59.1% | $260,467+76.6% | $198,609+131.6% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 9.74% | 112.90%-103.2pp | 100.60%-90.9pp | 202.70%-193.0pp |
| Employer contribution / active EE | $5,000 | $4,663+7.2% | $4,239+18.0% | $5,055-1.1% |
| Participant deferral / active EE | $6,000 | $6,812-11.9% | $6,319-5.1% | $6,977-14.0% |
| Admin fee / account holder | $1,831 | $16,236-88.7% | $15,461-88.2% | $19,030-90.4% |