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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 | $172,111+67.4% | $150,298+91.7% | $137,256+109.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 135.74% | 69.37%+66.4pp | 62.79%+73.0pp | 220.34%-84.6pp |
| Employer contribution / active EE | $9,094 | $4,636+96.1% | $4,154+118.9% | $4,156+118.8% |
| Participant deferral / active EE | $8,377 | $6,166+35.9% | $5,453+53.6% | $6,407+30.8% |
| Admin fee / account holder | $1,098 | $16,471-93.3% | $14,116-92.2% | $12,270-91.1% |