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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 | $280,594 | $217,432+29.0% | $185,849+51.0% | $167,536+67.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.86% | 148.42%-134.6pp | 122.10%-108.2pp | 478.82%-465.0pp |
| Employer contribution / active EE | $5,571 | $5,875-5.2% | $5,169+7.8% | $4,839+15.1% |
| Participant deferral / active EE | $10,964 | $6,357+72.5% | $5,569+96.9% | $6,342+72.9% |
| Admin fee / account holder | $8,651 | $19,818-56.3% | $16,244-46.7% | $12,315-29.8% |