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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 | $176,077+44.1% | $159,455+59.1% | $167,518+51.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.17% | 331.83%-317.7pp | 263.63%-249.5pp | 478.71%-464.5pp |
| Employer contribution / active EE | $1,226 | $5,298-76.9% | $4,830-74.6% | $4,838-74.7% |
| Participant deferral / active EE | $4,800 | $7,751-38.1% | $7,353-34.7% | $6,342-24.3% |
| Admin fee / account holder | $1,528 | $12,556-87.8% | $10,800-85.9% | $12,312-87.6% |