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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 | $306,214 | $198,457+54.3% | $170,435+79.7% | $147,586+107.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.68% | 257.30%-238.6pp | 205.94%-187.3pp | 578.59%-559.9pp |
| Employer contribution / active EE | $2,669 | $6,183-56.8% | $5,432-50.9% | $4,876-45.3% |
| Participant deferral / active EE | $9,167 | $5,629+62.8% | $4,939+85.6% | $5,439+68.5% |
| Admin fee / account holder | $6,083 | $16,852-63.9% | $13,881-56.2% | $10,886-44.1% |