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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 | $327,410 | $176,077+85.9% | $159,455+105.3% | $167,518+95.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 30.96% | 331.83%-300.9pp | 263.63%-232.7pp | 478.71%-447.7pp |
| Employer contribution / active EE | $6,406 | $5,298+20.9% | $4,830+32.6% | $4,838+32.4% |
| Participant deferral / active EE | $16,184 | $7,751+108.8% | $7,353+120.1% | $6,342+155.2% |
| Admin fee / account holder | $80,101 | $12,556+537.9% | $10,800+641.6% | $12,312+550.6% |