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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 | $328,754 | $209,428+57.0% | $178,498+84.2% | $158,950+106.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.63% | 188.78%-182.2pp | 151.09%-144.5pp | 302.91%-296.3pp |
| Employer contribution / active EE | $13,415 | $5,707+135.1% | $5,011+167.7% | $4,762+181.7% |
| Participant deferral / active EE | $16,471 | $5,955+176.6% | $5,202+216.6% | $5,983+175.3% |
| Admin fee / account holder | $24,237 | $17,077+41.9% | $13,985+73.3% | $11,248+115.5% |