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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 | $320,457 | $165,361+93.8% | $149,715+114.0% | $158,950+101.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 125.18% | 348.24%-223.1pp | 276.66%-151.5pp | 302.91%-177.7pp |
| Employer contribution / active EE | $1,404 | $5,103-72.5% | $4,645-69.8% | $4,762-70.5% |
| Participant deferral / active EE | $13,000 | $7,182+81.0% | $6,842+90.0% | $5,983+117.3% |
| Admin fee / account holder | $52,661 | $10,808+387.2% | $9,310+465.7% | $11,248+368.2% |