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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 | $353,690 | $176,105+100.8% | $159,474+121.8% | $167,536+111.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.78% | 331.91%-319.1pp | 263.68%-250.9pp | 478.82%-466.0pp |
| Employer contribution / active EE | $5,340 | $5,299+0.8% | $4,831+10.5% | $4,839+10.3% |
| Participant deferral / active EE | $14,275 | $7,751+84.2% | $7,353+94.1% | $6,342+125.1% |
| Admin fee / account holder | $1,511 | $12,559-88.0% | $10,802-86.0% | $12,315-87.7% |