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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 | $370,140 | $176,077+110.2% | $159,455+132.1% | $167,518+121.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.82% | 331.83%-317.0pp | 263.63%-248.8pp | 478.71%-463.9pp |
| Employer contribution / active EE | $8,337 | $5,298+57.4% | $4,830+72.6% | $4,838+72.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,833 | $12,556-53.5% | $10,800-46.0% | $12,312-52.6% |