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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 | $463,712 | $176,077+163.4% | $159,455+190.8% | $167,518+176.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.83% | 331.83%-319.0pp | 263.63%-250.8pp | 478.71%-465.9pp |
| Employer contribution / active EE | $3,306 | $5,298-37.6% | $4,830-31.6% | $4,838-31.7% |
| Participant deferral / active EE | $12,401 | $7,751+60.0% | $7,353+68.7% | $6,342+95.5% |
| Admin fee / account holder | $2,078 | $12,556-83.5% | $10,800-80.8% | $12,312-83.1% |