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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 | $251,532 | $209,422+20.1% | $178,503+40.9% | $158,982+58.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.44% | 188.81%-182.4pp | 151.12%-144.7pp | 302.99%-296.6pp |
| Employer contribution / active EE | $11,000 | $5,707+92.7% | $5,011+119.5% | $4,763+131.0% |
| Participant deferral / active EE | $9,958 | $5,955+67.2% | $5,202+91.4% | $5,983+66.4% |
| Admin fee / account holder | $6,426 | $17,079-62.4% | $13,987-54.1% | $11,252-42.9% |