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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 | $310,574 | $209,422+48.3% | $178,503+74.0% | $158,982+95.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.33% | 188.81%-175.5pp | 151.12%-137.8pp | 302.99%-289.7pp |
| Employer contribution / active EE | $2,448 | $5,707-57.1% | $5,011-51.2% | $4,763-48.6% |
| Participant deferral / active EE | $9,187 | $5,955+54.3% | $5,202+76.6% | $5,983+53.5% |
| Admin fee / account holder | $5,257 | $17,079-69.2% | $13,987-62.4% | $11,252-53.3% |