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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 | $270,613 | $209,405+29.2% | $178,486+51.6% | $158,931+70.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.97% | 188.77%-166.8pp | 151.08%-129.1pp | 302.86%-280.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,323 | $5,954-44.2% | $5,202-36.1% | $5,982-44.5% |
| Admin fee / account holder | $8,000 | $17,076-53.1% | $13,985-42.8% | $11,247-28.9% |