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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 | $314,641 | $165,351+90.3% | $149,710+110.2% | $158,931+98.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.10% | 348.19%-333.1pp | 276.63%-261.5pp | 302.86%-287.8pp |
| Employer contribution / active EE | $9,667 | $5,103+89.4% | $4,645+108.1% | $4,761+103.0% |
| Participant deferral / active EE | $7,084 | $7,181-1.4% | $6,842+3.5% | $5,982+18.4% |
| Admin fee / account holder | $7,224 | $10,807-33.2% | $9,309-22.4% | $11,247-35.8% |