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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 | $280,492 | $183,539+52.8% | $155,556+80.3% | $145,897+92.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.42% | 61.31%-43.9pp | 64.84%-47.4pp | 552.29%-534.9pp |
| Employer contribution / active EE | $6,767 | $5,315+27.3% | $4,675+44.7% | $4,663+45.1% |
| Participant deferral / active EE | $7,330 | $6,467+13.3% | $5,631+30.2% | $6,689+9.6% |
| Admin fee / account holder | $9,614 | $19,275-50.1% | $15,885-39.5% | $13,390-28.2% |