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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 | $253,743 | $176,105+44.1% | $159,474+59.1% | $167,536+51.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.17% | 331.91%-317.7pp | 263.68%-249.5pp | 478.82%-464.6pp |
| Employer contribution / active EE | $1,226 | $5,299-76.9% | $4,831-74.6% | $4,839-74.7% |
| Participant deferral / active EE | $4,800 | $7,751-38.1% | $7,353-34.7% | $6,342-24.3% |
| Admin fee / account holder | $1,528 | $12,559-87.8% | $10,802-85.9% | $12,315-87.6% |