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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 | $308,664 | $209,422+47.4% | $178,503+72.9% | $158,982+94.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.96% | 188.81%-176.8pp | 151.12%-139.2pp | 302.99%-291.0pp |
| Employer contribution / active EE | $10,442 | $5,707+83.0% | $5,011+108.4% | $4,763+119.2% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,620 | $17,079-84.7% | $13,987-81.3% | $11,252-76.7% |