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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 | $441,228 | $176,120+150.5% | $159,487+176.7% | $167,553+163.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 35.34% | 331.95%-296.6pp | 263.71%-228.4pp | 478.89%-443.5pp |
| Employer contribution / active EE | $15,083 | $5,299+184.6% | $4,831+212.2% | $4,840+211.7% |
| Participant deferral / active EE | $6,024 | $7,752-22.3% | $7,354-18.1% | $6,343-5.0% |
| Admin fee / account holder | $1,893 | $12,561-84.9% | $10,804-82.5% | $12,316-84.6% |