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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 | $309,933 | $180,459+71.7% | $154,108+101.1% | $135,380+128.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2.90% | 888.21%-885.3pp | 735.21%-732.3pp | 519.81%-516.9pp |
| Employer contribution / active EE | $7,857 | $6,035+30.2% | $5,298+48.3% | $4,779+64.4% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,658 | $16,145-65.0% | $13,411-57.8% | $10,828-47.8% |