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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 | $324,778 | $175,259+85.3% | $149,723+116.9% | $139,487+132.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.45% | 166.82%-130.4pp | 134.50%-98.1pp | 373.84%-337.4pp |
| Employer contribution / active EE | $8,000 | $5,478+46.0% | $4,821+65.9% | $4,755+68.3% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,038 | $16,158-81.2% | $13,215-77.0% | $11,407-73.4% |