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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 | $251,240 | $165,361+51.9% | $149,715+67.8% | $158,950+58.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.97% | 348.24%-322.3pp | 276.66%-250.7pp | 302.91%-276.9pp |
| Employer contribution / active EE | $8,842 | $5,103+73.3% | $4,645+90.4% | $4,762+85.7% |
| Participant deferral / active EE | $8,698 | $7,182+21.1% | $6,842+27.1% | $5,983+45.4% |
| Admin fee / account holder | $2,843 | $10,808-73.7% | $9,310-69.5% | $11,248-74.7% |