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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 | $359,392 | $165,361+117.3% | $149,715+140.1% | $158,950+126.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.60% | 348.24%-337.6pp | 276.66%-266.1pp | 302.91%-292.3pp |
| Employer contribution / active EE | $14,419 | $5,103+182.5% | $4,645+210.4% | $4,762+202.8% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,409 | $10,808-77.7% | $9,310-74.1% | $11,248-78.6% |