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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 | $340,300 | $209,428+62.5% | $178,498+90.6% | $158,950+114.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.84% | 188.78%-157.9pp | 151.09%-120.3pp | 302.91%-272.1pp |
| Employer contribution / active EE | $13,140 | $5,707+130.2% | $5,011+162.2% | $4,762+175.9% |
| Participant deferral / active EE | $8,263 | $5,955+38.8% | $5,202+58.8% | $5,983+38.1% |
| Admin fee / account holder | $3,010 | $17,077-82.4% | $13,985-78.5% | $11,248-73.2% |