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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 | $335,224 | $175,259+91.3% | $149,723+123.9% | $139,487+140.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.15% | 166.82%-151.7pp | 134.50%-119.3pp | 373.84%-358.7pp |
| Employer contribution / active EE | $11,011 | $5,478+101.0% | $4,821+128.4% | $4,755+131.6% |
| Participant deferral / active EE | $11,219 | $6,522+72.0% | $5,682+97.4% | $6,713+67.1% |
| Admin fee / account holder | $2,623 | $16,158-83.8% | $13,215-80.1% | $11,407-77.0% |