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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 | $291,583 | $202,460+44.0% | $169,385+72.1% | $139,456+109.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.68% | 532.07%-511.4pp | 405.82%-385.1pp | 373.45%-352.8pp |
| Employer contribution / active EE | $2,333 | $4,691-50.3% | $4,012-41.9% | $4,753-50.9% |
| Participant deferral / active EE | $8,000 | $6,938+15.3% | $6,221+28.6% | $6,711+19.2% |
| Admin fee / account holder | $1,835 | $10,719-82.9% | $9,011-79.6% | $11,407-83.9% |