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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 | $268,737 | $209,422+28.3% | $178,503+50.6% | $158,982+69.0% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 13.58% | 188.81%-175.2pp | 151.12%-137.5pp | 302.99%-289.4pp |
| Employer contribution / active EE | $11,372 | $5,707+99.3% | $5,011+126.9% | $4,763+138.8% |
| Participant deferral / active EE | $8,675 | $5,955+45.7% | $5,202+66.8% | $5,983+45.0% |
| Admin fee / account holder | $5,556 | $17,079-67.5% | $13,987-60.3% | $11,252-50.6% |