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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 | $373,556 | $226,090+65.2% | $182,531+104.7% | $152,885+144.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 21.37% | 192.57%-171.2pp | 148.57%-127.2pp | 345.39%-324.0pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,356 | $6,369+31.2% | $5,525+51.2% | $5,851+42.8% |
| Admin fee / account holder | $11,842 | $10,705+10.6% | $8,593+37.8% | $11,598+2.1% |