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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 | $366,824 | $176,120+108.3% | $159,487+130.0% | $167,553+118.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.24% | 331.95%-318.7pp | 263.71%-250.5pp | 478.89%-465.7pp |
| Employer contribution / active EE | $1,724 | $5,299-67.5% | $4,831-64.3% | $4,840-64.4% |
| Participant deferral / active EE | $10,629 | $7,752+37.1% | $7,354+44.5% | $6,343+67.6% |
| Admin fee / account holder | $32,413 | $12,561+158.0% | $10,804+200.0% | $12,316+163.2% |