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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 | $356,152 | $176,077+102.3% | $159,455+123.4% | $167,518+112.6% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 10.71% | 331.83%-321.1pp | 263.63%-252.9pp | 478.71%-468.0pp |
| Employer contribution / active EE | $7,729 | $5,298+45.9% | $4,830+60.0% | $4,838+59.7% |
| Participant deferral / active EE | $15,376 | $7,751+98.4% | $7,353+109.1% | $6,342+142.4% |
| Admin fee / account holder | $1,858 | $12,556-85.2% | $10,800-82.8% | $12,312-84.9% |