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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 | $269,145 | $198,457+35.6% | $170,435+57.9% | $147,586+82.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.52% | 257.30%-246.8pp | 205.94%-195.4pp | 578.59%-568.1pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $16,535 | $5,629+193.7% | $4,939+234.8% | $5,439+204.0% |
| Admin fee / account holder | $13,788 | $16,852-18.2% | $13,881-0.7% | $10,886+26.7% |