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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 | $288,110 | $227,399+26.7% | $189,758+51.8% | $198,609+45.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 135.74% | 61.03%+74.7pp | 52.62%+83.1pp | 202.70%-67.0pp |
| Employer contribution / active EE | $9,094 | $5,526+64.6% | $4,767+90.8% | $5,055+79.9% |
| Participant deferral / active EE | $8,377 | $6,837+22.5% | $5,856+43.0% | $6,977+20.1% |
| Admin fee / account holder | $1,098 | $25,162-95.6% | $20,388-94.6% | $19,030-94.2% |