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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 | $514,429 | $176,077+192.2% | $159,455+222.6% | $167,518+207.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.90% | 331.83%-317.9pp | 263.63%-249.7pp | 478.71%-464.8pp |
| Employer contribution / active EE | $4,553 | $5,298-14.1% | $4,830-5.7% | $4,838-5.9% |
| Participant deferral / active EE | $12,800 | $7,751+65.1% | $7,353+74.1% | $6,342+101.8% |
| Admin fee / account holder | $2,134 | $12,556-83.0% | $10,800-80.2% | $12,312-82.7% |