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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 | $260,235 | $209,428+24.3% | $178,498+45.8% | $158,950+63.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.07% | 188.78%-178.7pp | 151.09%-141.0pp | 302.91%-292.8pp |
| Employer contribution / active EE | $4,375 | $5,707-23.3% | $5,011-12.7% | $4,762-8.1% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,281 | $17,077-92.5% | $13,985-90.8% | $11,248-88.6% |