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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 | $310,309 | $217,432+42.7% | $185,851+67.0% | $167,553+85.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.59% | 148.43%-131.8pp | 122.11%-105.5pp | 478.89%-462.3pp |
| Employer contribution / active EE | $11,204 | $5,874+90.7% | $5,168+116.8% | $4,840+131.5% |
| Participant deferral / active EE | $7,198 | $6,357+13.2% | $5,569+29.3% | $6,343+13.5% |
| Admin fee / account holder | $1,781 | $19,820-91.0% | $16,245-89.0% | $12,316-85.5% |