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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 | $361,287 | $202,460+78.4% | $169,385+113.3% | $139,456+159.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.23% | 532.07%-517.8pp | 405.82%-391.6pp | 373.45%-359.2pp |
| Employer contribution / active EE | $15,000 | $4,691+219.7% | $4,012+273.9% | $4,753+215.6% |
| Participant deferral / active EE | $27,000 | $6,938+289.2% | $6,221+334.0% | $6,711+302.3% |
| Admin fee / account holder | $17,003 | $10,719+58.6% | $9,011+88.7% | $11,407+49.1% |