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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 | $292,368 | $184,000+58.9% | $162,185+80.3% | $152,909+91.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.41% | 150.80%-128.4pp | 115.61%-93.2pp | 345.46%-323.1pp |
| Employer contribution / active EE | $8,469 | $6,370+32.9% | $5,613+50.9% | $4,764+77.8% |
| Participant deferral / active EE | $15,627 | $8,033+94.5% | $7,297+114.2% | $5,851+167.1% |
| Admin fee / account holder | $2,355 | $13,124-82.1% | $10,844-78.3% | $11,601-79.7% |