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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 | $360,105 | $209,422+72.0% | $178,503+101.7% | $158,982+126.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.76% | 188.81%-171.0pp | 151.12%-133.4pp | 302.99%-285.2pp |
| Employer contribution / active EE | $5,633 | $5,707-1.3% | $5,011+12.4% | $4,763+18.3% |
| Participant deferral / active EE | $3,833 | $5,955-35.6% | $5,202-26.3% | $5,983-35.9% |
| Admin fee / account holder | $4,362 | $17,079-74.5% | $13,987-68.8% | $11,252-61.2% |