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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 | $446,914 | $176,105+153.8% | $159,474+180.2% | $167,536+166.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.03% | 331.91%-319.9pp | 263.68%-251.7pp | 478.82%-466.8pp |
| Employer contribution / active EE | $1,897 | $5,299-64.2% | $4,831-60.7% | $4,839-60.8% |
| Participant deferral / active EE | $8,835 | $7,751+14.0% | $7,353+20.2% | $6,342+39.3% |
| Admin fee / account holder | $18,055 | $12,559+43.8% | $10,802+67.1% | $12,315+46.6% |