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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 | $335,562 | $183,988+82.4% | $162,177+106.9% | $152,897+119.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.30% | 150.79%-129.5pp | 115.60%-94.3pp | 345.43%-324.1pp |
| Employer contribution / active EE | $2,183 | $6,370-65.7% | $5,613-61.1% | $4,764-54.2% |
| Participant deferral / active EE | $11,603 | $8,032+44.5% | $7,297+59.0% | $5,851+98.3% |
| Admin fee / account holder | $5,692 | $13,123-56.6% | $10,843-47.5% | $11,599-50.9% |