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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 | $425,645 | $184,000+131.3% | $162,185+162.4% | $152,909+178.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 119.69% | 150.80%-31.1pp | 115.61%+4.1pp | 345.46%-225.8pp |
| Employer contribution / active EE | $13,122 | $6,370+106.0% | $5,613+133.8% | $4,764+175.4% |
| Participant deferral / active EE | $15,729 | $8,033+95.8% | $7,297+115.6% | $5,851+168.8% |
| Admin fee / account holder | $1,246 | $13,124-90.5% | $10,844-88.5% | $11,601-89.3% |