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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 | $383,795 | $217,427+76.5% | $185,837+106.5% | $167,518+129.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.28% | 148.39%-129.1pp | 122.08%-102.8pp | 478.71%-459.4pp |
| Employer contribution / active EE | $14,297 | $5,874+143.4% | $5,168+176.6% | $4,838+195.5% |
| Participant deferral / active EE | $11,530 | $6,357+81.4% | $5,568+107.0% | $6,342+81.8% |
| Admin fee / account holder | $3,360 | $19,816-83.0% | $16,241-79.3% | $12,312-72.7% |