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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 | $388,860 | $165,381+135.1% | $149,730+159.7% | $158,966+144.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.48% | 348.29%-324.8pp | 276.70%-253.2pp | 302.95%-279.5pp |
| Employer contribution / active EE | $9,685 | $5,104+89.7% | $4,645+108.5% | $4,762+103.4% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,107 | $10,809-71.3% | $9,310-66.6% | $11,250-72.4% |